Stephen enjoys working with business owners who want to make work optional, and those approaching retirement who desire a lifetime of tax effective cash flow.  Stephen’s clients benefit from personalized wealth strategies built for today’s markets through our team-oriented, results-based approach.

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 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

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 31 years and 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, Stephen’s 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.

Catherine is a Financial Advisor who specializes in helping clients clarify their financial goals and implement a simple and personal financial plan. Throughout her career, Catherine has worked in many areas of accounting and taxation, as a Controller of a Waterloo computer dealership, and as an Assistant and Financial Advisor.   In 2013, Catherine developed a Personal Financial Planning course for the Accounting Department of the University of Waterloo and taught for 4 years.

Qualifications:

• 2020 – Life Insurance Licensed
• 2016 – Hot List – Leading Figures in Canadian Wealth Management – Wealth Professional Magazine
• 2010 – Certified Financial Planner (CFP®)
• 2007 – Certified Divorce Financial Analyst (CDFA)
• 2006 – Investment Funds in Canada Licence (IFIC license to sell Mutual Funds)
• 1989 – Bachelor of Business Management – Ryerson (PI) University

Catherine grew up in Lindsay, Ontario with a summer cottage in Haliburton, which she and Stephen purchased from her mom many years ago and have rebuilt to enjoy with their four children. The three oldest are settling into their careers in Interior Design, Graphic Design, and Sports Analysis.  Her youngest has started University.  The family is rounded out with two senior Miniature Poodles – Duke (Duchess Marie) and Fynn, along with the newest addition, Cooper, a miniature dachshund.  Catherine is an avid knitter, quilter, and loves murder mystery novels.  Recently, Catherine has acquired various home renovation skills while helping the children set up a new home.

Lynley is passionate about personal finance, has extensive knowledge in small business, technology, and personal income tax, and appreciates the challenge of creating the best financial situation for all clients. Lynley holds a Certified Financial Planner (CFP®) designation and provides advice in all aspects of a client’s financial picture. She works as an Advisor on the ‘Jones Private Client’ team at Assante Financial Management Ltd.

Qualifications & Experience:

• 2021 – Certified Financial Planner – CFP® 
• 2019 – Certificate in Advanced Financial Advice
• 2019 – Life Insurance Licensed
• 2018 – Certificate in Advanced Mutual Funds Advice
• 2011 to present – Bookkeeping and Income Tax Preparation
• 2013 to present – Co-owner and Accounting Manager of Legacy Art & Gauge
• 2012 to 2017 – Controller for a private Auto Finance company
• 2006 to 2012 – Training adult students and corporate clients (Conestoga College, Trios College, Summit Learning Centres) with a strong focus on technology 
• 2008 – Certified Microsoft Office Master
• 2006 – Bachelor of Business Administration – Wilfrid Laurier University

Lynley has been married to Mark for 19 years, and they have a fourteen-year-old daughter, a twelve-year-old son, and a Wirehaired Pointing Griffon named Rory. She is an active member at Stanley Park Baptist Church in Kitchener. When she’s not working, Lynley loves to spend time discovering and mastering new technology, creating handmade items, baking, reading, and spending time with family.

Ana is a Mutual Fund Associate and also responsible for office management.  She is at the heart of our business and assists our JPC Advisors in preparing for meetings, providing client service, and processing trade requests.  Ana is extremely thorough in her work and is the “go-to” person in our office. Ana has worked with Stephen for almost 24 years, and has gained a lot of experience in that time.  What she enjoys most about her role is interacting with our clients – not only helping them with their requests, but getting to know more about their personal/family lives.

Ana joined our office in 1999 with prior experience in the financial service industry.  In February 2013, Ana completed the Canadian Investment Funds course.

Ana was born in Angola, Africa and moved to Kitchener in 1974.  She and her husband, Sergio, 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.  Ana and her family are actively involved in the local Portuguese community, and enjoy travelling to Portugal to visit family.  She enjoys baking and loves spending time with family and friends.

 

Raven is an Advisor Assistant with many years of experience providing administrative and operational support to our Advisors and their clients. She is responsible for assisting with financial planning, investment management, estate settlement, insurance, and tax preparation. Raven works closely with the JPC Advisors to ensure that clients receive the personalized attention and guidance they need to achieve their financial goals. She is passionate about estate and investment needs and is always up for a challenge!

Raven joined the JPC team in October 2019 and received her Business – Financial Planning Advanced Diploma at Conestoga College in 2021.

When Raven isn’t building financial presentations and reviewing investments, she can be found binge-watching a tv series, cooking new recipes, finishing a novel, or spending time with her family.

Colleen is our Processing Administrator who assists with preparing trade documents, setting up new accounts, transfers, deposits, withdrawals, and changes to client accounts.  She also keeps client transaction histories up to date!

Colleen graduated with Honours from the Business Administration program at CDI College in 2006, and brings many years of administrative experience. She is highly organized, tech-savvy, and loves to help wherever its needed!

In her spare time, Colleen enjoys nature walks with her husband and dog.