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 comprised of myself, Branch Office Administrator (BOA) Anne Potter, and on-call BOA Barbara Barkwell. 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!

Sincerely,
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

Office Information

Office 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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

More to explore

An Edward Jones client reviews her financial situation.

Find your financial Starting Point

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

Learn More
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
A mother and her daughter and dog walk down a hiking trail on a sunny autumn day.

Setting your path

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

Learn More