The Jackson Group

 

[Inspiring music]

 

[A montage of businesspeople posing for portraits in an office environment.]

 

[A modern skyscraper.]

 

[CIBC logo]

 

[CIBC Private Wealth Wood Gundy]

 

[A CIBC Wood Gundy name card mounted on an office exterior reading “Jennifer Jackson”.]

 

[Jennifer Jackson sitting at a desk in her office, working at a computer.]

 

[Jennfier Jackson, an adult businessperson wearing business attire, speaks to someone off camera.]

 

[Jennifer Jackson

Senior Wealth Advisor

The Jackson Group

CIBC Wood Gundy]

 

>> Jennifer Jackson (onscreen): In the early days of my career, I saw an opportunity to differentiate myself from my peers by incorporating financial planning into my practice.

 

>> Jennifer Jackson (offscreen): Lifestyle integrated financial planning is not just retirement planning and watching your wealth grow.

 

[A senior man and a toddler walking hand-in-hand through a rolling rural field. A senior couple and a young child standing outdoors, posing for a portrait. A senior man and two young children sitting at an outdoor table. A multi-generational family walking on a path in a forest. Three adults biking across a waterfront boardwalk.]

 

>> Jennifer Jackson (offscreen): It's about what is important to your clients in terms of their values, their goals, and their aspirations.

 

>> Jim Stewart (offscreen): This is the family business.

 

[A businessperson pointing at a graph on a piece of paper. The Jackson Group, a team a five businesspeople, sitting at a table in an office meeting room.]

 

[Jim Stewart, an adult businessperson wearing a suit, speaks to someone off camera.]

 

[Jim Stewart, CFA

Senior Wealth Advisor

The Jackson Group

CIBC Wood Gundy]

 

>> Jim Stewart (offscreen): Jen and I both grew up listening to investment advisors at the kitchen table, and I don't think I ever wanted to do much else.

 

[Erin Craven, an adult wearing business attire, speaks to someone off camera.]

 

[Erin Craven

CIBC Wood Gundy Client

Founder & Owner of Urospot]

 

 >> Erin Craven (onscreen): I met Jen in 2017.

 

[A montage of images taken from the Urospot website featuring photos showing Erin Craven.]

 

>> Erin Craven (offscreen): I'm the founder of a company called Urospot. We have 30 clinics sold or opened in Canada.

 

>> Erin Craven (onscreen): And you can imagine the decisions that were involved in that, the financial risks that we were taking.

 

[Erin and her husband meeting Jeniffer in an office reception area. Jeniffer, Erin and her husband sitting together at a meeting table having a discussion.]

 

>> Erin Craven (offscreen): We really feel like we're living the life we dreamed of and designed together as a couple. And a lot of that has to do with the strength of our investments. How everything is done under Jen and team.

 

[A CIBC Private Wealth sign mounted on an office wall. A businessperson working on a computer their desk. A businessperson working their desk. Jim Stewart working on a computer his desk. Jennifer Jackson working on a computer her desk.]

 

>> Brian Lawson (offscreen): Clients love how we're able to show them multiple different scenarios about what their future could look like.

 

[A screen showing a CIBC website page with a large chart. A screenshot of a website with a page titled “What type of goal would you like to add”, and showing options for “Multi-Year Goal”, “Retirement Goal”, and “One-Time Goal”. A screenshot of a website showing various savings goals.]

[Brian Lawson, an adult businessperson wearing a suit, speaks to someone off camera.]

 

[Brian Lawson, CFP^®, CIM, RRC^®

Financial Planning Specialist

CIBC Private Wealth]

 

 >> Brian Lawson (onscreen): So they really come away from the financial plan with confidence that they'll be able to achieve their long-term goals and ambitions, and that they've got a great, trusted partner in the Jackson Group to help them through there.

 

>> Jim Stewart (onscreen):  We're not ‘one size fits all’.

 

[A senior couple walking together on a beach. A couple in their fifties sitting in a living room, looking a tablet and talking. A senior couple sitting outside, smiling for a portrait. A senior woman walking through a forest on a fall day.]

 

>> Jim Stewart (offscreen):  We have people that are effectively retiring in their 50s, and we have people who are working into their early 80s.

 

[A large sign mounted on an office wall with the CIBC logo and lettering reading “Private Wealth”, “Wood Gundy”, “Private Banking”, “Private Investment”, and “Trust Corporation”. Illustrated icons appear onscreen along with the wording “Private Banking”, “Trust”, “Estate Planning” and “Insurance”.]

 >> Jennifer Jackson (offscreen): We work closely with CIBC experts in private banking, trust, estate planning and insurance to provide our clients with a holistic plan that encompasses all of the different facets of their life.

 

[An infographic with a middle circle reading “The Jackson Group Process”; around this, other circles appear showing the steps in the process, including “Personal Discovery (Step 1)”, “Integrated Planning (Step 2)”, “Implementing the Plan (Step 3)”, “Monitoring the Plan (Step 4)”, and “Consultation & Communication” (Step 5)”.]

 

>> Jennifer Jackson (offscreen): Wealth really isn't just about your money. It's living along the way. It's about personal experiences and purpose and fulfilment. It's about making sure that you've got close family connections.

 

[A senior man holding a toddler in a forested area. A couple on a scooter riding down an old cobblestone city street. Adults dancing at a wedding. A couple with their young children, walking hand-in-hand on a beach. A couple with their young child, sitting on a couch in their living room, smiling as they pose for a portrait. A senior woman and a middle-aged woman laughing and smiling in a forested area. An outdoor dinner party with about ten adults. A group of seniors sitting at a table playing cards. An adult planting a small tree in some soil. Several people cutting a ribbon with scissors at an opening ceremony. An adult couple, each carrying a toddler on their back, all of whom raise their arms in celebration as they look from their vantage point atop a mountain down at a beautiful valley below.]

 

>> Jennifer Jackson (offscreen): You've got really strong social connections with your friends. You’re volunteering or giving back financially. That is true wealth.

 

>> Jennifer Jackson (onscreen): We're always looking for innovative solutions to offer our clients and new ways to help them live a better life.

 

[The Jackson Group

www.jenniferjackson.ca]

 

[CIBC logo]

 

[CIBC Private Wealth Wood Gundy]

 

[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc.^® The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc..^TM]