Estate Planning

No one can predict the future with absolute certainty.

With a personalized estate plan, you can gain peace of mind knowing that your wishes for your family and estate are ready for the future.

Jones Private Client incorporates several key estate planning strategies, such as estate tax implications, complex family and business situations, and charitable opportunities. Based on your current circumstances and intended objectives, we can help you plan for where your assets will go and give you confidence that your legacy will transfer as you intended.

Estate PlanningBy 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.

And our planning doesn’t have to stop with you. Jones Private Client works with multiple generations of many families, focusing on the needs of the family matriarchs, creating good inheritors for the future, and even helping establish younger family members as early investors in their own goals. This approach allows for tax-efficient wealth transfers, cost savings for related clients, financial education for younger generations, and many other opportunities.

Business Succession Planning

If you’re a business owner, we can help protect the business you have worked hard to build, maximize its value, and, when the time comes, transfer ownership smoothly and tax-effectively.

We will work together to review all the options available and help you plan accordingly, including the establishment of buy-sell agreements, family limited partnerships, and limited liability companies.

Jones Private Client logo

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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