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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 Team

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

Our Team

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Jennifer Jackson

Jennifer Jackson

Senior Wealth Advisor

Tel:

(519) 640-7643

Email:

jennifer.jackson@cibc.com

Linkedin

Jennifer Jackson leads The Jackson Group at CIBC Wood Gundy, a wealth management team focusing on the needs of late-career professionals and their families. With more than 20 years of industry experience, Jen has developed a successful system for growing, protecting and transferring wealth tax efficiently.

Jen’s career started in 1995 with Midland Walwyn, a firm that was acquired by Merrill Lynch Canada in 1998 and then sold to CIBC in 2001. From the beginning, Jen has recognized the value of detailed financial planning and this has become the foundation of her team’s service for clients. Detailed planning work provides additional insights when developing client relationships, allowing The Jackson Group to develop customized investment strategies, and then adjust them as clients’ lives shift and evolve.

The Jackson Group includes three Investment Advisors and two client associates, and brings over 70 years of combined investment industry experience to the table to support our clients’ diverse wealth management needs. We work very closely with specialized colleagues in Private Banking, Estate Planning and Trust Services, as well as our clients’ personal tax and legal advisors.

Today, Jen works primarily with professionals in fields such as health care, manufacturing and defence, building adaptable financial and investment plans so that they can live their ideal retirement lifestyle.

James Stuart

James Stuart, CFA, CFP

Wealth Advisor

Tel:

(519) 640-7660

Email:

james.stuart@cibc.com

Linkedin

Jim joined the team in 2016 after 21 years at a global investment bank, working in Toronto and London, England, most recently as the COO for their Canadian securities business.

Jim's broad capital markets experience includes working in Corporate Finance, Equity Research and Electronic Trading. His heritage on the institutional side of the industry brings a valuable perspective to the service we provide our clients. Jim has the Chartered Financial Analyst designation, and is a graduate of both the Richard Ivey School of Business and the London Business School.

Michael Long

Michael Long

Associate Wealth Advisor

Tel:

(519) 640-7651

Email:

michael.long@cibc.ca

Linkedin

Mike Long spent many years in Technology Research and Project Management before joining his wife Jen at CIBC Wood Gundy in 2007.

Mike works closely with the Jackson Group’s clients to identify ways to adapt their financial plans to their evolving lifestyles, and then to implement investment and retirement solutions for their families. He also relies on his broad sales and technology experience to coordinate the team’s marketing, performance monitoring and client reporting efforts.

Lindsay Willemse

Lindsay Willemse

Client Associate

Tel:

(519) 660-3747

Email:

lindsay.willemse@cibc.ca

Lindsay has been a core member of our team since 2004, drawing on her extensive industry experience to ensure that the Jackson Group’s clients get the day-to-day support and service they need.

Our clients rely on Lindsay for cash flow management, scheduling, tax reporting and client documentation support; and they look to her for an experienced, efficient response to any and all inquiries.

headshot

Juliana Borba

Client Associate

Tel:

(519) 640-7711

Email:

juliana.borba@cibc.ca

Linkedin

Juliana joined the Jackson Group in 2018 after completing her Postgraduate Certificate at Fanshawe College.

Juliana started her career in her native Brazil after completing her undergraduate degree, working for four years in investment and banking advisory roles before moving to London in 2018. Her prior training and securities industry experience have allowed her to make a seamless transition as she’s begun working with our clients, and she brings a unique international perspective to the team.

Jennifer Jackson

Jennifer Jackson

Senior Wealth Advisor
(519) 640-7643
jennifer.jackson​@cibc.com
Linkedin

Jennifer Jackson leads The Jackson Group at CIBC Wood Gundy, a wealth management team focusing on the needs of late-career professionals and their families. With more than 20 years of industry experience, Jen has developed a successful system for growing, protecting and transferring wealth tax efficiently.

Jen’s career started in 1995 with Midland Walwyn, a firm that was acquired by Merrill Lynch Canada in 1998 and then sold to CIBC in 2001. From the beginning, Jen has recognized the value of detailed financial planning and this has become the foundation of her team’s service for clients. Detailed planning work provides additional insights when developing client relationships, allowing The Jackson Group to develop customized investment strategies, and then adjust them as clients’ lives shift and evolve.

The Jackson Group includes three Investment Advisors and two client associates, and brings over 70 years of combined investment industry experience to the table to support our clients’ diverse wealth management needs. We work very closely with specialized colleagues in Private Banking, Estate Planning and Trust Services, as well as our clients’ personal tax and legal advisors.

Today, Jen works primarily with professionals in fields such as health care, manufacturing and defence, building adaptable financial and investment plans so that they can live their ideal retirement lifestyle.

James Stuart

James Stuart, CFA, CFP

Wealth Advisor
(519) 640-7660
james.stuart​@cibc.com
Linkedin

Jim joined the team in 2016 after 21 years at a global investment bank, working in Toronto and London, England, most recently as the COO for their Canadian securities business.

Jim's broad capital markets experience includes working in Corporate Finance, Equity Research and Electronic Trading. His heritage on the institutional side of the industry brings a valuable perspective to the service we provide our clients. Jim has the Chartered Financial Analyst designation, and is a graduate of both the Richard Ivey School of Business and the London Business School.

Michael Long

Michael Long

Associate Wealth Advisor
(519) 640-7651
michael.long​@cibc.ca
Linkedin

Mike Long spent many years in Technology Research and Project Management before joining his wife Jen at CIBC Wood Gundy in 2007.

Mike works closely with the Jackson Group’s clients to identify ways to adapt their financial plans to their evolving lifestyles, and then to implement investment and retirement solutions for their families. He also relies on his broad sales and technology experience to coordinate the team’s marketing, performance monitoring and client reporting efforts.

Lindsay Willemse

Lindsay Willemse

Client Associate
(519) 660-3747
lindsay.willemse​@cibc.ca

Lindsay has been a core member of our team since 2004, drawing on her extensive industry experience to ensure that the Jackson Group’s clients get the day-to-day support and service they need.

Our clients rely on Lindsay for cash flow management, scheduling, tax reporting and client documentation support; and they look to her for an experienced, efficient response to any and all inquiries.

Juliana Borba

Client Associate
(519) 640-7711
juliana.borba​@cibc.ca
Linkedin

Juliana joined the Jackson Group in 2018 after completing her Postgraduate Certificate at Fanshawe College.

Juliana started her career in her native Brazil after completing her undergraduate degree, working for four years in investment and banking advisory roles before moving to London in 2018. Her prior training and securities industry experience have allowed her to make a seamless transition as she’s begun working with our clients, and she brings a unique international perspective to the team.

 
Next: Our Extended Team
 
 
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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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