A.Jones Wealth and Estate Planning inc.

A.Jones Wealth and Estate Planning inc. Estate and Financial Planning, Investments, Life Insurance, Critical Illness and Disability

Allow us to help with the math.
05/01/2026

Allow us to help with the math.

Your financial life is shaped as much by your mindset as your math.

Transitioning to a new reality!
04/24/2026

Transitioning to a new reality!

Retirement is no longer a finish line. It is a multi-year transition that deserves as much thought and planning as the career that comes before it.

We can assist in avoiding the clawback hit!
04/17/2026

We can assist in avoiding the clawback hit!

Here's how the Old Age Security clawback works, and what strategies can be used to minimize its impact on retirement income.

Just when we thought Winter was gone...
04/07/2026

Just when we thought Winter was gone...

In markets, the risk that truly matters is not short-term discomfort but the probability of permanent damage.

Keeping more money in your pocket. Part 2
02/15/2026

Keeping more money in your pocket. Part 2

Even if your tax rate is higher in the year of withdrawal, you would still be ahead of the game with an RRSP over investing in a non-registered account.

Keep an Eye on the dollar!
01/30/2026

Keep an Eye on the dollar!

When the world's most powerful currency hits a four-year low, markets get nervous.

Let's build a plan for a sucessful 2026
01/09/2026

Let's build a plan for a sucessful 2026

While you're caught up in last-minute runs to the store and mapping out the family dinner menu for the holidays, an annual financial review is unlikely to cross your mind.

Let's get back to play time!
12/29/2025

Let's get back to play time!

Loose parts play can be a great way to help your child build skills while getting off the screens.

What might your letter say to Old Saint Nic?
12/23/2025

What might your letter say to Old Saint Nic?

Our North Pole bureau asked Globe readers to share their kids’ letters, and you delivered – both naughty and nice.

Keeping it in the Family...not Federal coffers.
10/20/2025

Keeping it in the Family...not Federal coffers.

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes and protect your estate.

Address

40 Clapperton Street
Barrie, ON
L4M3E7

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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