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.

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.

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 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 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.