Gloria Jones CLU, CHS, CPCA, ChFP, MFA, RWM™
Gloria Jones has over 35 years of experience in the financial industry, specializing in financial planning, cash flow management, and tax-efficient strategies for both personal and corporate needs.
As a Senior Consultant at IG Private Wealth Management, Gloria brings a creative and strategic approach that has shaped her practice into a leader in retirement, estate, and tax planning. She is known for building strong, trusted relationships and understands the vulnerability that can come with discussing finances and planning for the future.
Gloria is best known for her ability to stay curious—an approach that guides both her personal and professional life. Her leadership and experience have been recognized across Canada, supported by a commitment to lifelong learning and advanced professional designations. This depth of knowledge allows her to develop thoughtful, personalized strategies for each client.
Through IG’s Living Plan, Gloria integrates each client’s evolving goals with real-time financial modelling, creating plans that adapt over time and account for life’s uncertainties. Her experience, combined with dynamic technology and a collaborative team approach, ensures clients receive clear, confident guidance at every stage.
Gloria works in partnership with Adam Jennings and the Jennings Group, providing clients with the strength of a team-based approach and continuity of care for years to come.
Outside of her professional life, Gloria enjoys traveling the world, singing with Cool Choir, practicing yoga daily, and spending time with her two cats, Ceci and Milo.