Work History
Edward Jones
Edward JonesJuly 2002 to Current
FINANCIAL ADVISOR
Philip Jones
CFP®
260 Lakeshore Road, Unit 10, St Catharines, ON L2M 7R4opens in a new window
Focus Areas
- Retirement savings strategies
- Retirement income strategies
- Business owner considerations
- Wealth protection strategies
- Estate and legacy strategies
About Philip
I am a financial advisor for a select group of successful business owners, professionals and retirees, 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 holistic approach to help our clients put all the pieces of that puzzle together. We begin by understanding what's important to you and your loved ones. Then we work with you to build personalized strategies to help you reach your goals and we'll partner together throughout your life to keep you on track.
My branch team...
Edward Jones has developed and refined a holistic approach to help our clients put all the pieces of that puzzle together. We begin by understanding what's important to you and your loved ones. Then we work with you to build personalized strategies to help you reach your goals and we'll partner together throughout your life to keep you on track.
My branch team...
Work History
Edward Jones
Edward JonesJuly 2002 to Current
Education
Harvard University
Harvard UniversityMBA (Masters of Bus Admin)University of Waterloo
University of WaterlooBachelor of Applied Science
Education
Harvard University
Harvard UniversityMBA (Masters of Bus Admin)University of Waterloo
University of WaterlooBachelor of Applied Science
Personal Interests
- Cooking
- Cycling
- Rowing
- Traveling
- Fishing
Team Members
Shikha DhawanBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
Additional Hours
- Evenings
Location
St CatharinesMore to explore
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