About Harris M. Jones
Harris Jones applies a unique and diverse set of skills and experience to guide Canadian family business owners toward a clear path to financial security for themselves, their families, and their businesses.
EDUCATIONAL AND PROFESSIONAL DESIGNATIONS
B. Commerce (Honours) – Queen’s University
CPA, CA – Chartered Professional Accountant, Chartered Accountant
CFP – Certified Financial Planner
CLU – Chartered Life Underwriter
CH.F.C. – Chartered Financial Consultant
CICA In-depth Tax Course, Parts I & II
TEP – Trust and Estate Practitioner
ICD.D – Institute of Corporate Directors, Director (in progress)
PROFESSIONAL DEVELOPMENT
Harris maintains his educational edge through frequent participation in continuing education conferences, symposiums, and webinars (e.g., STEP Canada; Canadian Tax Foundation).
He has also been involved in the design and delivery of member education for The Financial Advisors Association of Canada (Advocis), and presents for various other professional organizations.
MEMBERSHIPS
The Financial Advisors Association of Canada (Advocis)
Canadian Tax Foundation
STEP Canada
CPA Canada
CPA Ontario
FP Canada
The Estate Planning Council of Toronto
HARRIS M. JONES GIVING BACK
Harris has given back to his profession, including by serving the following organizations:
Toronto branch of STEP (Society of Trust and Estate Practitioners) Canada, as a member of its Board of Directors. Harris was recognized as the STEP Toronto 2019 Volunteer of the Year.
The Financial Advisors Association of Canada (Advocis). Harris was elected to the Board of Directors in mid-2023, was Chair of the Audit & Finance Committee, and filled in as Interim CEO for a one-year period ending in September 2024.
The empathy and drive towards excellence characteristic of Harris’ work are also reflected in his extensive community service, past and present. In his teen years, Harris became a Queen’s Scout – the top grade and honour in Boy Scout training. He was also a certified National Lifeguard and Water Safety Instructor.
As an adult, Harris served on the Board of Directors of North Toronto Community Housing, and West Toronto Community Legal Services. He has contributed to youth sports as an accredited Scout leader, and hockey coach and trainer. For the past 15 years, Harris has brought smiles to countless children as a Celebrity Clown in the annual Toronto Santa Claus Parade. These are just a few examples of Harris’ many volunteer activities over the years.
Harris is respected as a “pillar and mentor” within the tax, trust, estate, financial, business succession and insurance communities in Ontario and across Canada. He speaks to young adults about financial literacy on behalf of CPA Canada.