Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • 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
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 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

Testimonials

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

Testimonials

Who We Are > Testimonials

Our Client Advocates

Many of our clients have come to us as they approach retirement, or as they consider early retirement. They are looking for answers, and, through a clear financial roadmap, that’s what we provide. This is what a few of them had to say about their experience with us:

"The possibility of early retirement created lots of questions and concerns for Nancy and me. Should I take my pension as offered by my company, or should I cash it out and mange it independently? What would my tax situation look like, and when should I take CPP? Would we have enough money to allow us to meet our goals, and would our money last? Huge decisions that have to be right. Jen worked with us to develop a plan that has allowed us to move forward in retirement with confidence. Working with a professional as knowledgeable and strategic as Jen was the beginning of our very successful retirement."

Rob Kress
Retired from MTS Allstream
Client since 2005

 

"It's been great working with a team with so much experience in pensions and retirement. They helped my wife and me visualize what we really wanted out of retirement and showed us all the steps to make it a reality."

John Lawson
Former Senior Director, International Programs, GDLS
Client since 2008

 

"I’ve worked with Jen and her team for over 14 years, and I would highly recommend her services to anyone at 3M who’s thinking about retirement. She understands 3M’s pension and benefits and brings it all together into one cohesive plan. She also takes a very personalized approach and this, together with her depth of knowledge, has helped me meet my goals."

Bruce Coull
Change Sales Manager, 3M Canada

 

"We've worked with The Jackson Group for over 15 years. Jen and her team have done a superb job managing our Investments and Retirement Plan. Our portfolio has weathered turbulent markets and our investment strategy is able to adapt to unexpected life events along the way. In addition to designing and managing our investment portfolio, Jen also monitors Fredrik's employee share position to manage the risks associated with stock concentration and currency risk. She provides continued guidance on the timing and taxation of our employee share dispositions, as well as yearly tax planning advice as it relates to our diverse portfolio. We highly recommend The Jackson Group for both their professional service and consultative approach."

Fredrik Liljegren
Director, System Software, Nvidia
Tamara Dahl
Retired, Allen Professional Search
Clients since 2001

 

"I met Jen several years ago when I was approaching retirement. At that time, I had three defined benefit pension plans, plus my investment portfolio. Through a retirement plan Jen helped me understand all of my pension options and their implications. She helped me make the right decisions, which included commuting one of my pensions. Today, Jen manages my family's portfolio and investment income."

Ken Barnard
Retired, Team Leader Lethality Systems, General Dynamics Land Systems Canada
Client since 2012

 

"I was introduced to Jen through a colleague at work and it was immediately clear that she had complete working knowledge of my General Dynamics and General Motors pensions. Jen developed and maintains a plan that allows me to realize my ideal retirement lifestyle. She takes a very personalized approach throughout the whole process. I would highly recommend you get in touch with her if you are thinking at all about retirement."

Bill Dodd
Retired, Staff Engineer, General Dynamics Land Systems Canada
Client since 2016

 

"The Jackson Group helped me fulfill my dream of retiring at 55! I needed a financial road map to start my retirement early, and confidence in my portfolio while the markets were up and down. I trust Jen, Jim and Mike to manage my investments for the decades ahead. Their advice has brought me peace of mind."

Cathy Sommers
Retired, Commercialization Manager, 3M Canada
Client since 2005

 
Next: Integrated Planning
 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC AdvisorReport
 IIROC  Canadian Investor Protection Fund

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.