Assante Financial – Private Client Waterloo – Marsland Centre » 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.

From the initial listing, click on the company name to read a brief overview.

Assante Financial – Private Client Waterloo – Marsland Centre

Contact: Stephen Jones, CPA, CA, CFP
Work Phone: 519-746-1397 Website: www.stephenbjones.ca

Biography

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!