Alvin (Al) Jones, CFP, CLU
Certified Financial Planner
Chartered Life Underwriter
Member of the Million Dollar Round Table
Member of Advocis
Al began his career with London Life Insurance Company in 1996, and is currently president of A. Jones Wealth & Estate Planning Inc. Al had the honour of serving two terms as president of the Simcoe-Muskoka chapter of Advocis, the Financial Advisors Association of Canada, and was a director on the board for two years. For a two year term, Al served as chair of the Advocis chapter board, continuing his five-year service as a chapter board member. Al is currently serving his first year as treasurer and second year as trustee for the Institute for Advanced Financial Education. He is also a member of the Century Initiative, and the Advocis Ontario Political Action Committee.
Al continues to be actively involved in the community and has volunteered for two terms as president of the Innisfil Chamber of Commerce. He has currently been elected as the chairman of the board of the People’s Credit Union, and has recently received the Accredited Credit Union director’s designation from Dalhousie University. Al is the convenor for the Simcoe Scotch Nosing Society and had previously been a Scout Leader and hockey coach.
Al and his wife Sue live in the beautiful city of Barrie, Ontario, raising their sons Adam and Connor and enjoying their dog, Gracie.
Alvin (Al) Jones began his career with London Life in 1996, then joined Freedom 55 Financial in 2000. He holds Certified Financial Planner and Chartered Life Underwriter designations. Career success led him to form A. Jones Wealth & Estate Planning Inc. A qualifying member of Million Dollar Round Table (MDRT) for five years (2002 to 2007), he has also served two terms as President of the Simcoe-Muskoka Chapter of Advocis the Financial Advisors Association of Canada...read more