Assante Financial Management Ltd. » Member Directory

The Deer Ridge Golf Club business directory provides an opportunity to link the companies and endeavours of our members and offers unique networking possibilities between professionals.

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Assante Financial Management Ltd.

Marsland Centre Contact: Stephen Jones, CPA, CA, CFP
Work 20 Erb Street West, Suite 1002 Waterloo ON N2L 1T2 Canada Work Phone: 519-746-1397 Work Fax: (519) 746-1525 Website:


Photo of Assante Financial Management Ltd.

As Wealth Professional’s 2015 Advisor of the Year, and with over 30 years of experience in Public Accounting and Private Practice through Assante, I assist business owners and professionals develop a Plan to answer very important questions, such as:

– How do I integrate my personal and business affairs (tax, cash flow, etc),
– Do I have enough to retire now, in the manner I desire?
– How do I create good inheritors?
– How do I create an investment strategy that is safer, and let’s me pay less tax?
– How do I avoid the “big mistake”?

As always, the first consultation is no charge!

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