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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Jackson Group

  • Home
  • Who We Are
    • Our Story
    • Our Team
    • Our Extended Team
    • Our Process
    • Service Map
    • Testimonials
  • Early Retirement
    • Integrated Planning
    • Pensions and Benefits
    • Retirement Packages
    • Partial Retirement
    • Tax Strategy
  • Wealth Management
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Risk Management
    • Estate Planning
  • Education
    • Special Reports
    • Discovery Course
    • Market Updates
  • Contact us
  • Blog

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Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7643
Email Email us
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Telephone Number Tel

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EARLY RETIREMENT MEANS YOU HAVE MORE TO PLAN FOR, AND LESS TIME TO DO IT. 

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 If you’re considering retiring early, you’re likely facing a flurry of questions about how to sustain your wealth and lifestyle over the next 20-40 years. Our specialty is providing a clear path to that end, through a custom, detailed retirement plan. 

 

Here are some of the questions we help answer:

 

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Should I commute or defer my pension? 

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Is my retirement package enough to support me? 

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 What options do I have to reduce my tax? 

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Packages? Commuted pension? CPP and tax?

 

Packages? Commuted pension? CPP and tax?

Make sense of early retirement with a clear, resilient plan.

FIND OUT HOW

Decades of Experience

 

Decades of Experience

Throughout our lengthy history, we've accrued knowledge, earned accolades and provided dedicated client service.

Meet our team

Grow, protect, transfer

 

Grow, protect, transfer

We help our clients plan and manage their financial affairs, including investing, risk management, tax strategy and estate.

Learn more

Learn personal finance fundamentals and walk away with a retirement plan.

 

Learn personal finance fundamentals and walk away with a retirement plan.

View the outline of our Financial Discovery Course.

FIND OUT HOW
 


Benefits of our approach

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We believe life rarely happens according to plan, so we developed a process that integrates detailed lifestyle planning with comprehensive wealth strategies. Our approach is to design custom plans that we actively manage, so that your wealth strategies can adapt to your evolving lifestyle. This means we can help you to:


LIVE YOUR LIFE AND LEAVE YOUR LEGACY

Before we provide any investment recommendations, we start with a detailed projection of your cash flow through retirement so that we can help you maintain your lifestyle while preserving wealth for the next generation.


GENERATE THE INCOME YOU NEED

When your portfolio is built according to the needs and goals of your financial plan, it can also be made to adapt to the changes in your life.


WEATHER ALL STORMS

An important part of developing resilient, adaptive plans for your wealth is managing risk. Within our integrated planning approach, we work to mitigate all forms of risk, from market volatility to personal liability.


"It’s time for retirement planning to evolve into life planning. The fact is, only a detailed plan with proper maintenance can reflect reality over time. Our aim is not to predict the shifts in your life, but rather to adapt to them with customized solutions."

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Jennifer Jackson

Investment Advisor

 

General Dynamics Land Systems - John Lawson

 

General Dynamics Land Systems - John Lawson

Former Senior Director, International Programs, GDLS Client since 2008 "It's been great working with a team with so much experience in pensions and retirement. They helped my wife and me visualize what we really wanted out of retirement and showed us all the steps to make it a reality."

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General Dynamics Land Systems Canada - Ken Barnard

 

General Dynamics Land Systems Canada - Ken Barnard

Retired, Team Leader Lethality Systems, General Dynamics Land Systems Canada "I met Jen several years ago when I was approaching retirement. At that time, I had three defined benefit pension plans, plus my investment portfolio. Through a retirement plan Jen helped me understand all of my pension options and their implications. She helped me make the right decisions, which included commuting one of my pensions. Today, Jen manages my family's portf...

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3M Canada - Bruce Coull

 

3M Canada - Bruce Coull

Change Sales Manager, 3M Canada "I've worked with Jen and her team for over 14 years, and I would highly recommend her services to anyone at 3M who's thinking about retirement. She understands 3M's pension and benefits and brings it all together into one cohesive plan. She also takes a very personalized approach and this, together with her depth of knowledge, has helped me meet my goals."

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Nvidia - Fredrik Liljegren and Tamara Dahl

 

Nvidia - Fredrik Liljegren and Tamara Dahl

Fredrik Liljegren Director, System Software, Nvidia Tamara Dahl Retired, Allen Professional Search "We've worked with The Jackson Group for over 15 years. Jen and her team have done a superb job managing our Investments and Retirement Plan. Our portfolio has weathered turbulent markets and our investment strategy is able to adapt to unexpected life events along the way. In addition to designing and managing our investment portfolio, Jen also moni...

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General Dynamics Land Systems Canada - Bill Dodd

 

General Dynamics Land Systems Canada - Bill Dodd

Retired, Staff Engineer, General Dynamics Land Systems Canada "I was introduced to Jen through a colleague at work and it was immediately clear that she had complete working knowledge of my General Dynamics and General Motors pensions. Jen developed and maintains a plan that allows me to realize my ideal retirement lifestyle. She takes a very personalized approach throughout the whole process. I would highly recommend you get in touch with her if...

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3M Canada - Cathy Sommers

 

3M Canada - Cathy Sommers

Retired, Commercialization Manager, 3M Canada "The Jackson Group helped me fulfill my dream of retiring at 55! I needed a financial road map to start my retirement early, and confidence in my portfolio while the markets were up and down. I trust Jen, Jim and Mike to manage my investments for the decades ahead. Their advice has brought me peace of mind."

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Contact us

Address

255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 640-7643
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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