Stephen Jones of Assante Financial Management Ltd. in Waterloo was named the inaugural winner of the Wealth Professional Advisor of the Year award. He was selected ahead of eight other finalists by judges who said he demonstrated exemplary customer service and an ability to build strong client relationships. Jones credited his success to the hard work of his entire team in Waterloo and beyond who help tackle complex client issues and plan for the future.

1. Waterloo Assante advisor takes Wealth Professional’s top
prize – 2015 Advisor of the Year
The Liberty Grand in Toronto buzzed with
excitement Friday evening as the winners of
the inaugural Wealth Professional Awards
were announced to the 400 in attendance.
“I am honoured, proud, and humbled to
have received the inaugural Advisor of the
Year award”, Stephen Jones, CPA, CA,
CFP of Assante Financial Management
Ltd. proudly told WP Monday.
Jones finished ahead of eight other finalists.
The award judges said that he demonstrated
exemplary customer service while building
and cementing client relationships.
“The award means even more when I look at
the names of my fellow nominees, and
realize that they represent the “brightest and
the best” our profession has to offer, from
coast to coast, in Canada.”
Often the people behind the scenes, while
absolutely essential to the success of any
financial advisor don’t get the recognition
that they so richly deserve.
As the inaugural winner of Advisor of the
Year, Stephen Jones is quick to remind WP
that his success is a by-product of all the
hard work by everyone in his Waterloo office
and beyond.
“Today, my Waterloo Assante office
celebrates, as my team’s passion to tackle
complex issues, seek practical solutions for
our clients, save tax, ensure families are
protected, and navigate the ‘head winds’ we
all face, by planning ahead, has been
recognized,” said Jones.
“I also wish to acknowledge that my ‘team’
includes many - my friends at Assante,
fellow CPA’s, lawyers and advisors in
Waterloo, my colleagues at my Mississauga
branch, and all those who have helped me
help my clients, over the last twenty
years. Without their help, this could not be
possible.”
Gracious to a fault, Jones believes all
successful advisors have a responsibility to
“pay it forward” to those coming up the
ladder just as so many have done for him in
the past.
“Today, I feel truly blessed.”
June 9, 2015