The Jones Team

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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

Office Addresses

Main Office:
20 Erb Street West, Suite 1002
Waterloo, Ontario
N2L 1T2 Canada
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350 Burnhamthorpe Rd. West, Suite 218
Mississauga, Ontario
L5B 3J1 Canada
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519.746.1397

519.746.1525

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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).
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