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.
Stephen Jones
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Stephen helps clients make smart decisions about their money. He reviews all aspect of their financial dreams and provides advice on retirement, income tax, investment and estate plans through a comprehensive professional process.
Qualifications:
- 2015 Advisor of the Year – Inaugural Wealth Professional Awards
- 2014 Canada’s Top 50 Financial Advisors (#7) – Wealth Professional Magazine
- 2012 Chartered Professional Accountant (CPA)
- 1998 Certified Financial Planner (CFP®)
- 1989 CICA Tax Specialist Program
- 1986 Chartered Accountants (CA)
- 1984 Honours Business Administration Degree - Wilfrid Laurier University
Stephen worked at PriceWaterhouseCoopers for ten years until December 1994, serving as Kitchener/Waterloo’s Senior Tax Manager for the last five years. On January 1, 1995, Stephen established his current practice, specializing in estate and retirement planning, tax services, and wealth management.
Stephen was born in Montreal and lived there until the age of seven. This is where he began his lifelong love of the Montreal Canadians, which is very evident when you visit our office (or as some clients call it, the “Hockey Hall of Fame”). Over the years, Stephen lived in New York State, Toronto, and has been in Kitchener-Waterloo since 1975.
Stephen and Catherine have been married for over 26 years and have four children, their oldest daughter works at their office, their second daughter is a recent graduate of Graphic Design at Conestoga College, their son studies Sports Management at Niagara College and their teenage daughter is in grade twelve, and active in rugby. Along with the children, there are three dogs, a Senior Mixed Labrador – Maggie, a Senior Miniature Poodle – Duke (Duchess Marie), and goofy four year old Miniature Poodle – Fynn, who is also the family supervisor.
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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.