Jackson Financial Planning Group
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NEWSLETTERS

'The Perspective' Newsletter

Click on the link below to download and view our 'The Perspective' newsletter in PDF format.

December 2015

February 2015

January 2013

Solut!ons Magazine

To access your 'Solut!ons Magazine' newsletter, click here

Mortgage Insurance Alternative

To access your Mortgage Insurance Alternative newsletter, click here

Value of Your Advisor

To access your newsletter, click here

Useful Documents

Common Wealth transfer Mistakes

Final RSP contributions at age 71

2017 Tax Facts

2017 Tax Planning


USEFUL LINKS

Separately Managed Accounts

Premier Investment Program
Masters Private Account Program

Client Access to Portfolio Statements

click here

Financial calculators

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Business Owners Solutions

Find solutions to common problems for business owners.

click here

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

click here

Snapshots - Tools to help you successfully address different events in your life

Ailing parent
Death of a loved one
Disability
Divorce
Empty Nest
Family Cottage Issue
Leaving a job
Home Ownership
Marriage
Parenthood
Retirement

click here
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
www.manulifeone.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

Templeton
www.franklintempleton.ca

Mackenzie
www.mackenziefinancial.com

Sentry
www.sentry.ca

Middlefield
www.middlefield.com

 




“Outliving your income is not an option.”



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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Complimentary consultation for wealth preservation and creation. Contact us today!

 
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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.