Waterloo Assante advisor takes Wealth Professional’s top prize – 2015 Advisor of the Year
The Liberty Grand in Toronto buzzed with excitement Friday evening as the winners of the inaugural Wealth Professional Awards were announced to the 400 in attendance.
“I am honoured, proud, and humbled to have received the inaugural Advisor of the Year award”, Stephen Jones, CPA, CA, CFP of Assante Financial Management Ltd. proudly told WP Monday.
Jones finished ahead of eight other finalists. The award judges said that he demonstrated exemplary customer service while building and cementing client relationships.
“The award means even more when I look at the names of my fellow nominees, and realize that they represent the “brightest and the best” our profession has to offer, from coast to coast, in Canada.”
Often the people behind the scenes, while absolutely essential to the success of any financial advisor don’t get the recognition that they so richly deserve.
As the inaugural winner of Advisor of the Year, Stephen Jones is quick to remind WP that his success is a by-product of all the hard work by everyone in his Waterloo office and beyond.
“Today, my Waterloo Assante office celebrates, as my team’s passion to tackle complex issues, seek practical solutions for our clients, save tax, ensure families are protected, and navigate the ‘head winds’ we all face, by planning ahead, has been recognized,” said Jones.
“I also wish to acknowledge that my ‘team’ includes many – my friends at Assante, fellow CPA’s, lawyers and advisors in Waterloo, my colleagues at my Mississauga branch, and all those who have helped me help my clients, over the last twenty years. Without their help, this could not be possible.”
Gracious to a fault, Jones believes all successful advisors have a responsibility to “pay it forward” to those coming up the ladder just as so many have done for him in the past.
“Today, I feel truly blessed.”
June 9, 2015 – View the original article on WealthProfessional.ca
Watch the 2015 Wealth Professional Awards
We are honoured & thrilled to rank #7 out of the Top 50 Advisors in Canada Award by Wealth Professional Magazine! Here’s a snippet from the magazine:
