I was born and raised in downtown Toronto.

With 25 years in the financial world, I’ve honed my skills in lifestyle financial planning and enjoy helping people achieve their retirement goals. During this time, I earned the Certified Financial Planner®/CFP® certification and began to focus on continuing education, completing multiple insurance and financial planning courses. I’m always staying up to date with the latest trends and strategies to ensure my clients receive the best advice possible. I’m about turning financial dreams into achievable goals, one step at a time.

I believe financial planning isn’t just about numbers; it’s about empowering you to live the life you’ve always dreamed of. Trust is key. I’ll always be upfront and honest with you, every step of the way. No two financial plans are alike, so I tailor my strategies to fit your unique goals, lifestyle, and comfort level. I’m here to listen, answer questions, and provide guidance whenever you need it.

I’m not just here to crunch numbers. I’m also a certified life coach and enjoy partnering and motivating Canadians to achieve financial freedom.

In addition to helping clients, I also enjoy continually helping advance the profession to a higher and more trusted standard. I was selected by the FP Canada to be a National Exam Scorer for the Certified Financial Planner exam, and over the years I’ve participated as a Test Writer on multiple occasions to help improve the content of future exams.

Beyond the financial realm, I love the outdoors, spending time with family & friends, attending sporting events & concerts and travelling – especially through wine country. When I’m not in my office, you’ll find me running around with my wife and our three kids – most likely in a rink or by a pool, depending on the season.

Whether you’re planning for retirement, trying to maximize your income, or pursuing your dreams, I’m here to help you every step of the way. Let’s embark on this financial journey together, turning your aspirations into reality! Ready to take control of your financial future? Reach out, and let’s get started today!

I was born and raised just outside Sudbury, Ontario. My dad, a second-generation business owner, and my mom, a self-employed artist, taught me the value of hard work and that the heaps of Northern Ontario snow don’t shovel themselves. 

The work ethic they instilled in me, and the long winters shovelling snow, helped me excel academically and athletically while playing football at Carleton University. It was there I met my wife, Rachael, who blessed us with two beautiful children, Leo and Grace.

Little did I know that meeting Rachael would lead to another love, wealth management. Soon after meeting her, I joined the family business with my mother-in-law to be Sandy Page. She taught me what it meant to be a wealth advisor and to always advocate for our client family. I was hooked. Spreadsheets mixed with life and business planning and the ability to forever change the trajectory of people’s lives for the better? Sign me up.

I started my journey by becoming a CERTIFIED FINANCIAL PLANNER® and was named to the CFP® Exam President’s List with the second-highest score in Canada. I take immense pride in being the go-to resource for our business owner clients. Running a business is hard and full of complex questions with uncertain solutions. The positive impact you can have is almost limitless.

In addition to being a Senior Wealth Advisor, I try to positively influence my community by volunteering with the Financial Planning Association of Canada, an organization dedicated to promoting and supporting the evolution of the financial services industry into a recognized, trusted, high-quality profession.

While not in the office or running around with our kids, you can find me at the local CrossFit gym or out with our friendly basset hound Dudley.

As Founding Partner, I have extensive experience assisting business owners and executives in all things financial. I now focus on overseeing client wealth strategies, and developing strategic initiatives for our business. My clients benefit from personalized wealth strategies built for today’s markets through our team-oriented, results-based approach.

I worked at PriceWaterhouseCoopers for ten years until December 1994, serving as Kitchener/Waterloo’s Senior Tax Manager for the last five years.  In 1995, I established my own business, specializing in estate and retirement planning, tax services, and wealth management.

Qualifications:

• 2021 – Created our new office structure: “Jones Private Client”
• 2015 – Author of “The Tax Master” – A Professional’s Guide to Wealth Management
• 2015 – Advisor of the Year – Inaugural “Wealth Professional” Award
• 2014 – Canada’s Top 50 Financial Advisors (#7) – Wealth Professional Magazine
• 2012 – Chartered Professional Accountant (CPA)
• 1996 – Certified Financial Planner (CFP®)
• 1989 – CICA Tax Specialist Program  
• 1986 – Chartered Accountant (CA)
• 1984 – Honours Business Administration Degree – Wilfrid Laurier University

I was born in Montreal and lived there until the age of seven.  This is where I began my lifelong love of the Montreal Canadians Over the years, I lived in New York State, Toronto, and have been in Kitchener-Waterloo since 1975.

I’ve been married to Catherine for over 30 years and we have four children. The three oldest children are establishing their careers and the youngest is in university.  The family is rounded out with two Miniature Poodles – Duke and Fynn, and the latest addition, my Christmas puppy – Cooper, a miniature dachshund.  Stephen is actively involved in church life, supports local charities such as Habitat for Humanity, golf, and is the backseat coach for many sporting activities.

I am a licensed Mutual Fund Associate with over 25 years of financial industry experience. I am detail-oriented and excel at bringing positive results to each client experience.

I work primarily to support Stephen and Catherine’s clients in preparing for meetings, providing client service, and processing trade requests. What I enjoys most about my role is interacting with our clients – not only helping them with their requests, but getting to know more about their personal/family lives. 

I joined the office in 1999 with prior experience in the financial service industry and completed completed the Canadian Investment Funds course in 2013.

I was born in Angola, Africa and moved to Kitchener in 1974.  My husband, Sergio, and I have a daughter, Julia, who loves her job as a hair stylist at Teknik Salon and Spa, and a son, Michael, who successfully completed his CFE exam in the Fall of 2022 and is working at a local accounting firm to become a Chartered Professional Accountant.  We are actively involved in the local Portuguese community and enjoy travelling to Portugal to visit family.  I also enjoy baking and love spending time with family and friends.

I lead the client service team in handling processing requests, coordinating meetings, assisting clients, and supporting our Advisory team.

I have over 15 years of customer relationship experience and hold a Bachelor’s Degree from the University of Toronto.

I have 5 years of experience assisting with financial planning, investment management, estate settlement, insurance, and tax preparation for our Advisors and their clients. I work closely with the Advisors to ensure that clients receive the personalized attention and guidance they need to achieve their financial goals. I am passionate about estate and investment needs and am always up for a challenge!

I joined the team in October 2019 and received my Financial Planning Advanced Diploma at Conestoga College in 2021.

When I’m not building financial presentations and reviewing investments, I can be found binge-watching a tv series, cooking new recipes, finishing a novel, or spending time with family.

I support the team by preparing trade documents, setting up new accounts, and processing transfers, deposits, withdrawals, and changes to client accounts.

I graduated with Honours from the Business Admin program at CDI College in 2006, and have many years of administrative experience. I am highly organized, tech-savvy, and love to help wherever it’s needed!