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

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.

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

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

For our latest newletters, click here
Sign up for our Newsletter
Client Access to Portfolio Statements

"Over the past six years as my financial advisor, Simon has 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.

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

Bruno D.

CIRO AdvisorReport

Learn about advisors regulated by CIRO:
• Backgrounds • Education • Qualifications

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.