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

NEWSLETTERS

Solut!ons Magazine

To access 'Solutions Magazine' newsletter, click here https://mysolutionsonline.manulife.ca/home.html

Mortgage Insurance Alternative

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Value of Your Advisor

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Useful Documents

Common Wealth transfer Mistakes

Final RSP contributions at age 71

USEFUL LINKS

Separately Managed Accounts

Premier Investment Program

Masters Private Account Program

Client Access to Portfolio Statements

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Financial calculators

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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 Solutions
You have insured your home, cars and personal belongings, but what about insuring what's most important ... your life and health?

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Debt and Banking Solutions
Tired of traditional banking? We are authorized to refer you to a product that can help you take control of your daily finances.

www.manulifebank.ca

Globe Investor
www.theglobeandmail.com/globe-investor

CPCA
Find out more about our Certified Professional Consultant on Aging Designation (CPCA).

www.cpcacanada.com

Canada Revenue Agency

www.cra-arc.gc.ca

Linkedin

www.linkedin.com/pub/simon-jackson/16/779/b00

SOME OF OUR MUTUAL FUND PARTNER WEBSITES

Manulife
www.manulife.ca

Dynamic
www.dynamic.ca

CI
www.ci.com

Mackenzie
www.mackenzieinvestments.com/en

Middlefield
www.middlefield.com

“Outliving your income is not an option.”

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.