(705)-721-0450       ajwepoffice@ajwep.ca       Al Jones on Facebook       LinkedIn      Twitter     

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.

Meet Our Team....
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.
We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financial's planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:
  • 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
More About: Life Stages....
Investing Can Be Emotional
What is the Value Of Advice
Annual Savings
  Maximize your wealth.
Live the life you want.
Read the London Life Article....
Testimonials - We did it, You can too!
"Al Jones has been our financial advisor and friend for 20 years. He has helped us on how to invest, he always listens when we have concerns regarding our financial status. His team is always ready to help with any questions we may have. Al is always pleasant and willing to help us in any way he can. My husband and I would not hesitate to recommend Al to our family and friends. On a scale of 1 to 10, Al is a 10! He goes beyond more than any other advisor we have ever had in the past."
-Pam and Rudy
Additional Testimonials ....
Forum Magazine Feature - Social Change

Incoming chair Al Jones talks to Deanne Gage about true professionalism, community involvement, and some of the lessons social workers can share with advisors.

Social work was a natural career choice for Alvin (Al) Jones since his passion is helping others. He loved working with disadvantaged youth, helping them figuring out who they were and how to make better choices in life.

Read the Article....
StatCOUNTER       © 2018 A. Jones Wealth & Estate Planning Inc. All rights reserved.       View Full Privacy Policy and Disclaimer