About Harris M. Jones CPA, CA, CFP, CLU, CH.F.C., TEP

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.


  • 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

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.


  • CPA Canada
  • CPA Ontario
  • FP Canada
  • The Estate Planning Council of Toronto
  • The Financial Advisors Association of Canada (Advocis)
  • Canadian Tax Foundation
  • STEP Canada
CPA logo
FP Canada Logo
Advocis Logo
Canadian Tax Foundation Logo
STEP logo

Harris Jones Giving Back

Harris Jones poses with award

Harris gives back to his profession by serving on the Board of Directors of the Toronto branch of STEP (Society of Trust and Estate Practitioners) Canada. In June 2020, Harris was recognized as the STEP Toronto 2019 Volunteer of the Year. He is also a member of the Audit & Finance Committee of The Financial Advisors Association of Canada (Advocis). 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.

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 10 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.

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