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


Get in Touch with Our Team

If you have questions about your retirement, your wealth or your investments, feel free to get in touch with us by filling out the form below or calling our office.

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