Packages? Commuted pension? CPP and tax?
Packages? Commuted pension? CPP and tax?
Make sense of early retirement with a clear, resilient plan.
Decades of Experience
Decades of Experience
Throughout our lengthy history, we've accrued knowledge, earned accolades and provided dedicated client service.
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 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.
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."
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...
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."
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...
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...
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."