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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
Office Address
20 Erb Street West, Suite 1002
Waterloo, Ontario
N2L 1T2 Canada
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519.746.1397
519.746.1525
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www.mfda.ca
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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