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A. Jones Wealth & Estate Planning Inc
- 307-126 Wellington St W
- Barrie, Ontario
- L4N 1K9
- Phone: 705.721.0450
- Website
Description
We understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, we will work with you or your business to build the financial security plan that best fits your needs. We will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process . Alvin (Al) Jones began his career with London Life in 1996, then joined Freedom 55 Financial in 2000. He holds Certified Financial Planner and Chartered Life Underwriter designations. Career success led him to form A. Jones Wealth & Estate Planning Incorporated A qualifying member of Million Dollar Round Table (MDRT) for five years (2002 to 2007), he has also served two terms as President of the Simcoe-Muskoka Chapter of Advocis the Financial Advisors Association of Canada. Al has been a member of the Advocis Chapter Board for the past three years and, as of November, 2008, now serves as chair. Click here to view my Recipes