Jennifer Jackson
Senior Wealth Advisor
Jennifer Jackson leads The Jackson Group, a six-person team specializing in adaptive retirement and early retirement strategies. She began her career in 1995 at one of CIBC’s predecessor firms, where she learned the value of having a detailed financial plan. This principle has become the foundation of her success.
Today, Jen follows a disciplined process that integrates wealth and lifestyle planning, working primarily with late-career professionals in fields such as health care, manufacturing and defence, with specialized retirement programs for various large companies. Jen focuses on building financial plans that can shift as her clients’ lives evolve. She designs investment portfolios that can weather all markets, and provides ongoing support to mitigate all forms of risk, from tax and inflation to longer life expectancies.
After many years, The Jackson Group has seen this adaptive approach hold particular value for those facing retirement, and even more so for those considering early retirement.
Jen’s team has over 90 years of combined experience in financial services, holding credentials that include Certified Financial Analyst (CFA), Certified Financial Planner (CFP) and Certified Investment Manager (CIM). This depth of knowledge, combined with Jen’s specialized expertise, helps clients pursue not only their financial objectives, but also more meaningful personal goals in retirement and family life.
Jen’s love for what she does has led her through a deeply fulfilling career. Beyond her primary professional role, she is passionate about helping her community. Her team supports the Make-a-Wish Foundation and the Merrymount Family Support and Crisis Centre, and Jen participates in the CIBC Run for the Cure every year. Through her work with CIBC’s Commercial Banking and Wealth Management Inclusion and Diversity Action Committee (IDAC), and as a mentor to young women, Jen also hopes to help grow the diversity of professionals working in the wealth management industry.
Jen lives in West London with her husband, Mike. She enjoys travelling, gardening and working out with her personal trainer. Jen is also an unapologetic foodie.
James Stuart, CFA
Wealth Advisor
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
Associate Wealth Advisor
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.
Juliana Borba, CIM®
Associate Wealth Advisor
Juliana joined the Jackson Group in 2018 after completing her Postgraduate Certificate at Fanshawe College.
Juliana started her career in her native Brazil before moving to London in 2018. A lifelong learner, Juliana earned her Chartered Investment Manager (CIM®) designation in 2022 and is on the path to becoming a Certified Financial Planner (CFP®). Her role at the Jackson Group is to provide our clients with an integrated approach to wealth management. Juliana's prior training and securities industry experience brings a unique international perspective to the team.
Lindsay Willemse
Client Associate
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.
Jennifer Jackson
Jennifer Jackson leads The Jackson Group, a six-person team specializing in adaptive retirement and early retirement strategies. She began her career in 1995 at one of CIBC’s predecessor firms, where she learned the value of having a detailed financial plan. This principle has become the foundation of her success.
Today, Jen follows a disciplined process that integrates wealth and lifestyle planning, working primarily with late-career professionals in fields such as health care, manufacturing and defence, with specialized retirement programs for various large companies. Jen focuses on building financial plans that can shift as her clients’ lives evolve. She designs investment portfolios that can weather all markets, and provides ongoing support to mitigate all forms of risk, from tax and inflation to longer life expectancies.
After many years, The Jackson Group has seen this adaptive approach hold particular value for those facing retirement, and even more so for those considering early retirement.
Jen’s team has over 90 years of combined experience in financial services, holding credentials that include Certified Financial Analyst (CFA), Certified Financial Planner (CFP) and Certified Investment Manager (CIM). This depth of knowledge, combined with Jen’s specialized expertise, helps clients pursue not only their financial objectives, but also more meaningful personal goals in retirement and family life.
Jen’s love for what she does has led her through a deeply fulfilling career. Beyond her primary professional role, she is passionate about helping her community. Her team supports the Make-a-Wish Foundation and the Merrymount Family Support and Crisis Centre, and Jen participates in the CIBC Run for the Cure every year. Through her work with CIBC’s Commercial Banking and Wealth Management Inclusion and Diversity Action Committee (IDAC), and as a mentor to young women, Jen also hopes to help grow the diversity of professionals working in the wealth management industry.
Jen lives in West London with her husband, Mike. She enjoys travelling, gardening and working out with her personal trainer. Jen is also an unapologetic foodie.
James Stuart, CFA
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
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.
Juliana Borba, CIM®
Juliana joined the Jackson Group in 2018 after completing her Postgraduate Certificate at Fanshawe College.
Juliana started her career in her native Brazil before moving to London in 2018. A lifelong learner, Juliana earned her Chartered Investment Manager (CIM®) designation in 2022 and is on the path to becoming a Certified Financial Planner (CFP®). Her role at the Jackson Group is to provide our clients with an integrated approach to wealth management. Juliana's prior training and securities industry experience brings a unique international perspective to the team.
Lindsay Willemse
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.