Our Team

Proven Experts.

Nanaimo

Connor Jones

Associate Investment Advisor

Born and raised in Nanaimo, Connor graduated with distinction from Vancouver Island University, earning a Bachelor of Business Administration with a major in Finance and a minor in Marketing. With a strong connection to the Island and a passion for helping people feel empowered about their finances, he works closely with clients to develop personalized strategies built around their goals and values.

As an Investment Advisor, Connor is committed to building lasting relationships and providing clear, thoughtful advice. Whether supporting families, individuals, or local business owners, he believes financial planning should feel collaborative and tailored—not one-size-fits-all.

Outside of the office, Connor stays active in the community and can often be found exploring the outdoors, hiking local trails, or catching a ball game. His roots in Nanaimo and appreciation for the Island life continue to shape both his personal and professional values.

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