Jackson Financial Planning Group
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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.
Our Services

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



Welocme

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 Securities 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 Securities Incorporated Life Insurance Advisor, Manulife Securities Insurance Inc.
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Client Access to Portfolio Statements

Testimonials

"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.

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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.