Headshot of a man smiling and a Team of Investment Advisors

Our Retirement Wealth Program for 3M Canada employees

Jen Jackson

April 18, 2024

While working with 3M employees like Bruce over the course of many years, we’ve come to understand the retirement challenges they face. This has led us to develop a specialized retirement wealth progr...

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Government Building

2024 Federal Budget

Jen Jackson

April 17, 2024

Jamie Golombek shares his perspective on the 2024 Federal Budget, and how it could affect you and your family.

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Navigating Reirement's Sea of Changes

Jen Jackson

January 16, 2024

Here are some strategies to help you navigate the transition, deal with the challenges, and find new meaning and purpose in life as you begin this new chapter in life. 

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People together smiling for a selfie

Five Habits of Highly Successful Retirees

Jen Jackson

January 09, 2024

When you have the tools of knowledge and insight you are much better equipped to prepare for and successfully navigate the sometimes-rocky waters into retirement.

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Senior lady thinking

Navigating Financial Transitions: A Checklist for Women After the Loss of a Spouse

Jen Jackson

January 02, 2024

As a Senior Wealth Advisor at CIBC Private Wealth, I understand the importance of empowering women to navigate these financial transitions. Here’s a comprehensive checklist to guide you through the es...

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Scale with Pension Plan versus cash

Things to Consider When Commuting a Company Pension

Jen Jackson

December 12, 2023

If you find yourself grappling with this choice or have questions about how it aligns with your unique financial situation and goals, I invite you to reach out to schedule a consultation. Together, we...

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