Vice-President, Investment Advisor
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.READ MORE
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