Al Jones, CLU, CFP, ICD.D

Senior Financial Advisor, A. Jones Wealth & Estate Planning

“Tenacious and Versatile” is the mantra of the Grey and Simcoe Forester Regiment. Al has been a member of the Grey and Simcoe Foresters Honorable Guard for ten years.

Al began his career with London Life in 1996 and is currently the President of A. Jones Wealth and Estate Planning Inc. in Barrie. Al has maintained a longstanding affiliation with Advocis, an active member of the Simcoe Muskoka Chapter. Nationally, Al is a Past Chair of the TFAAC Board and a Past Chair of the Institute. He was the first to complete the national trifactor by being the Past Chair of the Chapter Leadership Council, responsible for the 45 Advocis chapters across Canada. Al earned his ICD.D designation in 2018 and was recognized by his peers as class valedictorian of the Director Education Program. The ICD.D designation represents a lifelong commitment to excellence in the boardroom. A Qualifying Life Member of Million Dollar Round Table (MDRT), Al was invited to share his thoughts and tips at 2022 MDRT annual meeting in Boston.

“Non-Solis Nobis” Passionate about giving back to his community and a trail blazer Al was a two-term President of the Innisfil Chamber of Commerce and a past Chairman of the Board of the People’s Credit Union, the first person of colour to chair all the fore mention boards. Always enjoying a good dram, he is the Past-Convenor for the Simcoe Scotch Nosing Society, and along time supporter of Theatre By Bay a local theatre company in Barrie.

In April 2022, Her Majesty officially appointed Al to be the Honourary Colonel of the Grey & Simcoe Foresters Regiment for a three-year term. Committed to the regiment’s goal to promote, educate, and support our Canadian Armed Services. During this appointment Veteran’s Affairs Canada (VAC) approached Al and his son Adam to be highlighted in a promotional video focussing on families who serve. The Jones family has a significant military history dating back to the Empire Loyalists.

He is married to Sue and together have raised their sons Adam and Connor.

“Tenacious and Versatile”!


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