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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....
How commonality breaks down barriers
between ethnic groups
between ethnic groups
When veteran financial advisor Al Jones joined the investment industry 27 years ago, he didn’t know any other Canadian Black advisors and had no role models who looked like him.
One of his first conferences was attended by more than 500 delegates, and just two, including Mr. Jones, were Black.Click here for the full interview by Globe Advisor
Quick Tips
TFSA
The CRA set the 2024 TFSA contribution limit to $7,000.The total cumulative contribution available in 2024 is $95,000. (This is for someone who has never contributed and turned 18 before 2009)
Tax Filing Deadline
April 30, 2024. Please contact us if you have not received your tax slips.More Investment Information...
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.
We are focused on helping you achieve freedom and choice at all stages of life. To do this, we base it 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
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
Rotary Club of Barrie Induction
It is with great honor and enthusiasm that Al Jones was officially inducted into the Rotary Club of Barrie on February 1, 2024. Al joins a prestigious group of individuals who share a common goal of serving humanity and fostering goodwill. Here he is being presented with his rotary pin from Peter Lorimer. Rotary President Betty Ann Lewis was also on hand to welcome Al officially into the club.
