Jackson Financial Planning Group - Burlington, Ontario - 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

WELCOME TO
JACKSON FINANCIAL PLANNING GROUP

Manulife Wealth Inc.

We look forward to helping you to maintain a comfortable lifestyle both approaching and during retirement. This includes; preserving your capital, earning reasonable rates of return, providing you with a sustainable retirement income while reducing taxes and fees.

Life insurance services and products are provided under Manulife Wealth Insurance Services Inc.

Investment products and services are provided under Manulife Wealth Inc.

We appreciate the opportunity to provide a glimpse of the 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. We look forward to helping you to maintain a comfortable lifestyle both approaching and during retirement.

Our Mission:
To help you make a fundamental commitment of your core capital to pursue the great goals of life. The education of your children and grandchildren.
An income you cannot outlive while enjoying a dignified and independent retirement.
A legacy for those you love and must leave behind in the world
…. during our meaningful long-term relationship.

Our Strategy:
To help you answer two vital questions with crystal clarity:

What will happen to my family if I die prematurely?
What will happen to me/us if I/we live?

In so doing we will provide the below strategies offered through Manulife Wealth Insurance Services Inc. to:

Preserve your estate and or income in the event of a critical illness or your
death or that of a loved one.
Have the proper asset mix to maximize growth, protect capital
and eventually provide you with a guaranteed income during retirement.
Minimize taxes.
Pay off your mortgage and non-deductible debt faster.
Minimize taxes and protect income and assets for business owners.

Our Product:
Quality service through regular, pertinent educational seminars and annual reviews to which we both commit.

Group Benefits and Individual Health Care Plan Quotes are offered by Simon Jackson, Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Flexcare, FollowMe Health & CI Weblink: click here

Association H&D Weblink: click here

Travel Weblink: click here

Introducing Manulife Vitality Vitality

1) Vitality website including a Vitality Age calculator - click here

This calculator is for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate or complete or that it will be compatible with your computer.

Insurance products are issued by The Manufacturers Life Insurance Company. The Vitality Group Inc., in association with The Manufacturers Life Insurance Company, provides the Manulife Vitality program. The Manulife Vitality program is available with select policies. Vitality is a trademark of The Vitality Group International Inc., and is used by The Manufacturers Life Insurance Company and its affiliates under license.

“You cannot guarantee success, but you can deserve it.”

Raymond E. Jackson, CFP, CPCA
Retired

Simon J. Jackson, CFP, CPCA
Senior Financial Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Simon Jackson, CFP, CPCA
Tel: (289) 245-1003 ext. 221; Email: simon.jackson@manulifesecurities.ca

Geraldine Doupe, Administrative Assistant
Tel: (289) 245-1003 ext. 241

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Jackson Financial Planning Group | Manulife Wealth

3310 South Service Rd. Suite 204, Burlington Ont. L7N 3M6

Phone: (289) 245-1003
Fax: (289) 245-1009

Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds.. Jackson Financial Planning Group is a trade name used for dealer business only. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided upon referral.

Simon Jackson and Manulife Wealth Inc. and/or Manulife Wealth Insurance Services Inc. (collectively, “Manulife Wealth”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the linked site. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Simon Jackson or Manulife Wealth. The information in this communication is subject to change without notice.