Jackson Financial Planning Group
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Helping you make a fundamental commitment of your core capital to pursue the great goals of life.
Your holistic solution to achieve your financial planning goals.
Our Services

The success of your financial plan depends on regular reviews and being kept informed through our seminars and other educational client events.

We look forward to discussing the following where applicable:


Review your Goals

Investment Analysis

Estate Planning Strategies

Insurance Strategies

Analysis of your Net Worth

Analysis of your Budget

Business Owners Tax Minimization

Asset Protection Strategies



Welocme

Welcome to The Jackson Financial Planning Group Web Site. We are independent financial advisors located in Burlington, Ontario and are able to provide all Manulife Securities approved investments and insurance solutions - not just Manulife products. We appreciate the opportunity to introduce you to the first class services we have to offer.

Please contact us if you would like to get together for a complimentary review so we may determine how we can be of assistance.



Raymond E. Jackson, CPCA
Senior Financial Advisor,
Manulife Securities Incorporated
Senior Life Insurance Advisor,
Manulife Securities Insurance Inc.
 

Simon J. Jackson, CPCA
Senior Financial Advisor,
Manulife Securities Incorporated
Life Insurance Advisor,
Manulife Securities Insurance Inc.
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Testimonials

"Over the past six years as my financial advisors Raymond and Simon have proved to be reliable, detail-oriented and knowledgeable about all financial markets. I am always kept informed on new investments opportunities and ways to improve my portfolio."

Jeff W.

“Raymond and Simon are ambitious, passionate & creative in their craft. I have never questioned their sincerity and or judgement when looking after my financial interests. Because of that, they have also become good friends.”

Bruno D.

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Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral.