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Stephen B. Jones, CPA, CA, CFP®Senior Financial Advisor
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
Sharon is one of our administrative assistants. She assists with scheduling and preparation for client meetings, and keeps our office running smoothly.
Sharon graduated from University of British Columbia with a Bachelors in Psychology. She has over 15 years of experience in the financial industry in many different roles, and joined our team in 2018.
Sharon and her husband Ben have been married for 11 years. They have 2 energetic boys Joshua (7) and Caleb (5) who love to play hockey and soccer. They moved from Mississauga just over a year ago and are enjoying living in Waterloo.