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Solut!ons Magazine

To access 'Solutions Magazine' newsletter, click here www.manulifesolutions.ca

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

2020 Tax Facts

2020 Estate Planning

2020 Tax Planning


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.

Business Owners Solutions

Find solutions to common problems for business owners.

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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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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

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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

Templeton
www.franklintempleton.ca

Mackenzie
www.mackenzieinvestments.com/en

Middlefield
www.middlefield.com

 



“Outliving your income is not an option.”



Raymond E. Jackson
Retired
  

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

 
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Linkedin Manulife Securities Disclaimers | Newsletter | Site Map | Larger Font | Smaller Font
Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Jackson Financial Planning Group is a trade name used for dealer business only. Insurance products and services are offered through Manulife Securities Insurance 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.

* Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company.