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.
· 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.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
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