Maureen Jones, PFP
Lonsdale Branch, North Vancouver
"I have a strong history of building and maintaining client relationships. This has been achieved by spending the time to fully understand the client and listening carefully during the discovery process. This disciplined approach equates to developing highly customized strategies to meet the short and long term financial goals of clients and their families.”
A Personal Financial Planner (PFP), with almost 30 years’ experience in financial services, Maureen has the education and experience to help clients from all walks of life achieve their financial goals. She has a passion for building long-term relationships with clients, working with them to help discover their needs, dreams and goals at every life stage.
“I believe that my extensive experience and knowledge provides clients with the confidence they need when choosing an advisor. My knowledge has been gained by working with clients for almost 30 years to gain their trust and confidence in helping them achieve their financial goals. As such, I have earned a reputation of being credible and trustworthy in both my personal and professional life.”
With Maureen, clients can expect to receive ongoing comprehensive financial planning advice with a specialized focus on retirement & estate planning, taxation, charitable giving, and business succession planning where applicable. She can also provide clients with a comprehensive range of banking services including day to day banking requirements, credit and mortgage applications.
Furthermore, Maureen has an in depth knowledge of investment options and styles most suited for each client, including Mutual Funds, full brokerage service, discount brokerage and discretionary management.
Maureen and her team of specialists will develop and manage a comprehensive lifespring® financial plan for you, integrating everything from insurance†, investments and retirement planning as well as your business banking (if applicable). Maureen's advisory team includes the following specialists: