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Philip Jones, Financial Advisor

FINANCIAL ADVISOR
Philip Jones

CFP®
260 Lakeshore Road, Unit 10, St Catharines, ON L2M 7R4opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Business owner considerations
  • Wealth protection strategies
  • Estate and legacy strategies

About Philip

I am a financial advisor for a select group of successful business owners, professionals and retirees, who are saving for, or living in, retirement, planning their business succession, or are looking to transition their wealth to the next generation.

Edward Jones has developed and refined a holistic approach to help our clients put all the pieces of that puzzle together. We begin by understanding what's important to you and your loved ones. Then we work with you to build personalized strategies to help you reach your goals and we'll partner together throughout your life to keep you on track.

My branch team...

Work History

  • Edward JonesJuly 2002 to Current

Education

  • Harvard UniversityMBA (Masters of Bus Admin)
  • University of WaterlooBachelor of Applied Science

Personal Interests

  • Cooking
  • Cycling
  • Rowing
  • Traveling
  • Fishing

Team Members

  • Shikha Dhawan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(905) 935-8383

Fax

(877) 629-0732

Office Address

260 Lakeshore Road
Unit 10
St Catharines, ON L2M 7R4opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More