The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Stephen Jones, CPA, CA, CFP®

Senior Financial Advisor

As a Senior Financial Advisor, Stephen helps clients make smart decisions about their money, mitigate taxes, protect assets from being unjustly taken, magnify charitable gifts and plan for the unexpected. 

 

He specializes in the complex and enjoys working with business owners who want to make work optional, and those approaching retirement make the transition smoothly by planning for a lifetime of tax effective cash flow.

 

Stephen’s clients benefit from personalized wealth strategies built for today’s markets through our team-oriented, results-based approach.

 

Qualifications:

· 2021 – Created our new office structure – “Jones Private Client”

· 2015 – Author of “The Tax Master” – A Professional’s Guide to Wealth Management

· 2015 Advisor of the Year – Inaugural “Wealth Professional” Award

· 2014 Canada’s Top 50 Financial Advisors (#7) – Wealth Professional Magazine

· 2012 Chartered Professional Accountant (CPA)

· 1998 CERTIFIED FINANCIAL PLANNER (CFP®)

· 1989 CICA Tax Specialist Program 

· 1986 Chartered Accountants (CA)

· 1984 Honours Business Administration Degree - Wilfrid Laurier University

 

Stephen worked at PriceWaterhouseCoopers for ten years until December 1994, serving as Kitchener/Waterloo’s Senior Tax Manager for the last five years.  On January 1, 1995, Stephen established his current business, specializing in estate and retirement planning, tax services, and wealth management. 

 

Stephen was born in Montreal and lived there until the age of seven.  This is where he began his lifelong love of the Montreal Canadians, which is very evident when you visit our office (or as some clients call it, the “Hockey Hall of Fame”).  Over the years, Stephen lived in New York State, Toronto, and has been in Kitchener-Waterloo since 1975.

 

Stephen and Catherine have been married for over 25 years and have four children. The two oldest have completed their degrees and are taking their next steps in life. Their son is studying Sport Management at Niagara College, and their teenage daughter is looking forward to starting University.  The family is rounded out with two Miniature Poodles – Duke (Duchess Marie) and Fynn, who is also the family supervisor.  Stephen is actively involved in church life, supports local charities such as Habitat for Humanity, golf, and is the backseat coach for many sporting activities.

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Stephen Jones CPA, CA, CFP®

Senior Financial Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

20 Erb Street West Suite 1002
Waterloo, Ontario
N2L 1T2 Canada