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!
- Business Owner Considerations
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
My Personal Interests
Phone NumberPhilip Jones at (905) 935-8383
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