Become a Client

All relationships begin with a conversation.

A conversation allows us time to learn more about each other, what you’re looking for in a Financial Advisor, answer any questions you have, and determine if there is a good fit between you and Jones Private Client. Please use the link below to book a phone call to connect with our team.

Prospective Client Questionnaire

  • Once you fill out the questionnaire, you will be able to book a phone call with one of our advisors.

  • The survey below has a total of 10 questions, and should take less than 10 minutes to fill out. Thanks!

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time at [email protected].

Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.


Jones Private Client logo
MFDA

www.mfda.ca

Stephen Jones CPA, CA, CFP®
Senior Financial Advisor

Catherine Jones BBM, CDFA, CFP®
Financial Advisor

Lynley Schwartzentruber BBA, CFP®
Financial Advisor

Josh Belliveau CFP®
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.

Privacy Policy Legal Disclaimer