Skip to main content

Brian S Jones Wealth Management Group

Working together to help you achieve what truly matters to you

BrianSJonesWMGword.jpg

As a Senior Investment Advisor and Senior Portfolio Manager, Brian Jones understands how to put you first.

Brian specializes in Tax-Efficient Wealth Planning strategies. He is focused on planning for the future to help ensure your needs can be met during each stage of your life.. Each family has different needs for their financial legacy and Brian takes the time to understand those individual needs.

To be successful, Brian is continually advancing his education to ensure that he is able to provide what he believes to be the best advice to his clients.

Beyond helping his clients, Brian is also involved in his community. He believes in giving back to his community by participating in events to raise funds and awareness. He has been an advocate for autism, homelessness, underprivileged kids and the local foodbanks.

Brian S Jones Wealth Management Group is a part of TD Wealth Private Investment Advice,
a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Our Clients.jpg



TDPWM_LRMButtons_DisciplinedProcess.jpg
Summer Newsletter thumbnail for website.png    
 

ADDITIONAL CONTACT

Toll Free: 1(877) 340-6600
Branch Office: (506) 450-1135
Branch Fax: (506) 450-1155

Supporting your business button english.jpg 

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from our services?