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COVID-19 News and Reviews
A. Jones Wealth & Estate Planning is taking a pro-active approach to help prevent possible spreading of COVID-19. As an essential service we will remain open. As of June 2, 2021, we are able to schedule in-person appointments with COVID-19 protocols in place. We continue to be available by phone and email and also have the ability to host face-to-face meetings using technology.
We encourage our clients who have Insurance or Investment needs to call our office to transact over the phone.
Our continued wishes for your health and safety.
Click here for more financial advice and support through COVID-19...
A financial security advisor is like your coach - expert help to set objectives and handle obstacles - no matter where you're at in life.
Let me help you make a game plan for your financial life.
Call today.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.
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
Investing Can Be Emotional
What is the Value Of Advice
May/June Spotlight feature in the MDRT magazine
When it comes to work, Alvin Jones welcomes transparency
Read Al's latest feature....
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
A Message from the Past Chair of Advocis
Al is the past Chair of Advocis. He recognizes the importance of volunteer service in Advocis as well as in every day life.
