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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

Discovery Course

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

Education > Discovery Course

The Financial Discovery Course

Designed and hosted by our team lead, Jennifer Jackson, the Financial Discovery course takes the central principles of our planning, investing and retirement approach and presents them in a clear, simple format.

Along with Jennifer's direction and insights, participants also gain the following:

  • Strategies for improving returns in stock, bond and mutual fund investing
  • Tools to build your own financial plan
  • The Jackson Group’s essential planning strategies
  • Three comprehensive workbooks
  • Opportunity to complete a customized retirement plan

Course Outline:

Section 1: Introduction to Investing
 

  • Why Save?
  • The Five Principles of Saving
  • The Capital Markets
  • Stocks, Bonds and Mutual Funds

 

Section 2: The Key to Investment Success
 

  • Understanding Returns
  • The Importance of Staying Invested
  • Understanding Risk
  • Diversification

 

Section 3: Saving for Retirement & Financial Planning Strategies
 

  • Introduction to RRSPs & TFSAs
  • How to Develop a Financial Roadmap
  • Retirement Income Planning
  • Basic Estate Preparation
  • Insurance Analysis
  • Will Planning

 

Section 4: Education Funding
 

  • An Introduction to RESPs

 

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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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.