Welcome to A. Jones Wealth and Estate Planning
We are a financial planning business located on the shores of Kempenfelt Bay in Barrie. We pride ourselves in assisting clients to achieve Their Financial Dreams and Goals through collaborative engagement. In working with us, we will assist in executing Your Plan.
I encourage you to explore the rest of our website where you will find many useful tools and tips. After viewing, if you believe we can help you with Your Financial Journey, Let's Talk.
Our office building has historical significance in the City of Barrie. Click here for the story on BarrieToday.com
Meet Our Team....
Stay Visible, Stay Patient

For Al Jones, working with clients to provide financial advice is about planting seeds rather than instant gratification. Some of those seeds may come to fruition years down the road. Others may never sprout. But, plant enough seeds, and his experience has been that people remember and, often come back to say, "You helped me. Thank you."
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Quick Tips
RRSP
March 3, 2025 is the deadline for contributing to an RRSP for the 2024 Tax Year. Please contact the office to do your deposit before the deadline. TFSA
The CRA set the 2025 TFSA contribution limit to $7,000.The total contribution available is $102,000. (For someone who has never contributed and turned 18 before 2009)
Please verify your contribution room on your CRA notice of Assessment.
Financial security planning is about more than planning for retirement
or protecting yourself against risk;
it is about making Your Dreams, Your Goals and Your Plans come true.
or protecting yourself against risk;
it is about making Your Dreams, Your Goals and Your Plans come true.

- Better understand what financial security means to you by reviewing your current situation and defining goals
- Analyse your situation so you can identify and discuss any roadblocks to achieve your goals
- Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
- Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs
Investing Can Be Emotional
What is the Value Of Advice
Testimonials
We did it, You can too!
We did it, You can too!
"If it wasn't for Al I doubt my husband and I would even have considered investing our money.
We trust Al and rely on him 100% to look after us. We would recommend him unconditionally!"
Additional Testimonials ....
-Lucy
Advocis Appoints Al Jones
as Chair of Board of Directors
as Chair of Board of Directors
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