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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

Our Process

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

Who We Are > Our Process

The Jackson Group Process

When you picture your ideal retirement, it’s not luck, the economy or hot stocks that will make it happen; it’s about the plan and level of commitment to it. We believe that in both investing and retirement, the process you follow has a significant influence on the results you achieve.

The Jackson Group process circle flowchart which shows the 5 steps in a clockwise direction.

Step 1: Personal Discovery

This is your opportunity to reflect on and gain clarity around your goals and personal values. In turn, this allows us to gain a thorough understanding of your early retirement options and ideal lifestyle.

Step 2: Integrated Planning

We craft a comprehensive retirement plan that can weather all markets and support the values you've defined. This includes income sources, tax-efficient strategies and risk management.

Step 3: Implementing the Plan

Your portfolio is constructed as part of your overall roadmap for the stages of retirement. We begin to implement all of the recommendations presented.

Step 4: Monitoring the Plan

As your retirement unfolds, we focus on monitoring portfolio performance and periodically rebalance to keep up with changing markets and your changing life.

Step 5: Consultation & Communication

We serve as a central point of communication for you, your existing tax and legal advisors, and our own specialists. Our goal is to keep all parts of your plan relevant, cohesive and up-to-date.

 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.