I am a financial advisor for a select group of very successful business owners and professionals, 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 process to put all the pieces of that puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals and partnering throughout your life to keep you on track.

My branch team is myself and Anne Potter, my Senior Branch Office Administrator (BOA). Together we help you make informed, financially sound decisions.

I have three grown daughters of whom I am very proud as they pursue their own challenging careers. I live in St. Catharines with my very supportive wife, Wendy, with whom I enjoy many extra-curricular activities, including cycling, skiing, fishing, cooking and visiting Niagara wineries!

Philip Jones

Focus areas

  • Business Owner Considerations
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Cooking
  • Cycling
  • Rowing
  • Traveling
  • Fishing

Office Information

Office Hours

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

Additional Hours

  • Evenings

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

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

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