Philip Jones, Financial Advisor

FINANCIAL ADVISOR
Philip Jones

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

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

Personal Interests

  • Cooking
  • Cycling
  • Rowing
  • Traveling
  • Fishing

Team Members

  • Shikha Dhawan
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
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

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Setting your path

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

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