Current Position:
Senior Financial Advisor - UAG at CI Assante Wealth ManagementExperience:
41 yearsLocation:
Waterloo, OntarioJun 2024 - Current
Jan 1995 - Jan 2025
Jun 2015 - Jun 2015
Jan 1984 - Dec 1994
HBA at Wilfrid Laurier University
Name: CI Assante Wealth Management
Speciality: Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Investments, Tax Planning, Insurance, Succession Planning, Legacy Planning
Location: Toronto, Ontario, Canada
Employees: 500-1000
HQ Phone: 1-800-268-3200
Email: service@assante.com
Description: Everything from investments and insurance to tax and estate planning...
How long has Stephen Jones been working as a Senior Financial Advisor - UAG?
Stephen Jones's total experience in various companies as a Senior Financial Advisor - UAG 1 year 3 months.What is Stephen Jones's average duration of employment for different companies?
On average, Stephen Jones works for one company for 13 years 8 monthsWhat industries has Stephen Jones worked in?
Stephen Jones works in the Financial Services. Previously, Stephen Jones worked in the Information Technology and Services.What positions has Stephen Jones held before?
Previously, Stephen Jones worked as a Senior Financial Advisor, Chairman's Council - 2007 - 2021, and 2015 Advisor of the Year, and Senior Tax Manager.How do I contact Stephen Jones?
Stephen Jones's email address is s*******j@assante.com, phone number is +1-***-***-8309. Sign up to get contact details.Who is the President of the CI Assante Wealth Management?
The President of the CI Assante Wealth Management is Steven J. DonaldFind email for 850M+ professionals