The Jones Private Client Team
Welcome to Jones Private Client
Jones Private Client has been helping successful individuals and families realize their goals since 1995.
Our clients benefit from personalized wealth strategies built for today’s markets through our team-oriented, results-based approach.
Make smart decisions about money
We offer complete financial solutions for clients with complexity, business owners, and those who value working with a professional team of experts.
Reduce taxes over your lifetime
We love to put our accounting roots to work with advanced tax planning and tax-efficient investment strategies.
Protect your family and support your community
We can help you with the risks that still exist even after you think you’ve thought of everything. From insurance solutions to asset protection to estate planning, we’ve got you covered.
THE ADVANTAGE OF WEALTH MANAGEMENT ADVICE
A Few Interesting Facts
Assante ranks highest in investor satisfaction in J.D. Power's Canada Full-Service Investor Satisfaction Study.
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Households that worked with an advisor for 15 years or more have 2.73 times more assets.
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Advised households save twice the rate as passive non-advised households.
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Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Catherine Jones BBM, CDFA, CFP®
Senior Financial Advisor
Lynley Schwartzentruber BBA, CFP®
Senior Financial Advisor
Office Address
20 Erb Street West, Suite 1002
Waterloo, Ontario
N2L 1T2 Canada
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519.746.1397
519.746.1525
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www.mfda.ca
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Catherine Jones BBM, CDFA, CFP®
Senior Financial Advisor
Lynley Schwartzentruber BBA, CFP®
Senior Financial Advisor
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
© 2022 CI Assante Wealth Management. All Rights Reserved.
