Stephen Jones CPA, CA, CFP

Has thirty years of experience in the financial services sector. In 1995 he launched his current practice, specializing in wealth management, tax services, and retirement and estate planning.

Catherine Jones BBM, CFDA, CFP

Joined Stephen’s practice in 1996, assisting with accounting, income tax, and financial planning.

Brandon Hill BBA

Graduated in 2013 from Wilfrid Laurier University with an Honours Business Administration Degree, and joined Stephen’s team as an associate.

Photo Credit: Robert Dorey, of Picture Yourself Professional Photographers