(705)-721-0450
officeadmin@ajwep.ca 
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Holiday Office Hours
The office will be closed at Noon on December 24th, 2024, and will re-open on Monday, January 6th, 2025, at 9:00am.
Email and phone will be monitored throughout the holidays. In the event of an urgent request, please contact Canada Life Client Service Centre at 1-888-252-1847.
We wish you a very Merry Christmas and a spectacular 2025!!
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
There are no quick wins in social work, financial planning, or organizational leadership, Al Jones tells Alison MacAlpine as he embarks on his second term as Advocis chair.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."
Click here for the full article
Quick Tips
TFSA
The CRA set the 2025 TFSA contribution limit to $7,000.The total cumulative contribution available from 2009 is $102,000. (This is for someone who has never contributed and turned 18 before 2009)
Please verify on your CRA notice of Assessment (NOA) to be sure about your contribution room.
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
Advocis Appoints Al Jones
as Chair of Board of Directors
as Chair of Board of Directors
Advocis, The Financial Advisors Association of Canada, is pleased to announce the
appointment of Al Jones, CFP, CLU, ICD.D, as Chair of the Board of Directors. Al has a
distinguished history with Advocis and brings a wealth of experience and a proven track record
of leadership to this role. Click here for the full article
