Retirement and Cash Flow Planning

Strategy, discipline and long-range planning are all well and good, but you can’t put life on hold.

What about right here and now? Your integrated wealth management plan needs to be flexible enough to accommodate the opportunities that present themselves today.

5 Big Questions

Jones Private Client believes that a comprehensive Financial Plan provides clarity for clients to reach their goals, how much to save, and how long the funds will last. We also work closely with lending professionals who specialize in non-traditional lending solutions. This is especially helpful for clients who may have unique borrowing needs.  

By considering your cash flow needs, along with the other components of your financial affairs, we can ensure that you and your family enjoy life today, while also working toward your financial goals for the future.

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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

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).
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