Jackson Financial Planning Group
About Us Testimonials Our Services 5 Laws of Wealth Creation Upcoming Events FAQ Useful Links Refer a Friend Contact Us

FREQUENTLY ASKED QUESTIONS

Back to FAQ

Whose advice can you trust?
Choosing an advisor for your financial future.

Your financial future is too important to leave to chance and having a secure financial future brings peace of mind. Financial information has never been more available to consumers. But if you're like most people, you just don't have the time or the inclination to wade through mountains of information on your own to plan your financial future. You need a professional financial advisor.

Find an advisor
Finding that advisor is not always simple. You want someone you can trust with private and confidential information about your finances, your goals and your long-term plans. Ideally, you should build a relationship with your advisor.
Trust is the most important quality people look for when choosing an advisor. First and foremost, find a qualified professional who understands your personal and financial situation and who you will feel comfortable working with.

Protect yourself by doing some homework before you approach a financial advisor. Ask friends or relatives for recommendations. Think about your own goals and obligations and visit two or three advisors to see whether you feel comfortable working with them. Ask them hard questions and don't allow yourself to be hurried. Financial planning is a detailed and complicated process. Most advisors will spend approximately 90 minutes with a potential client during the initial interview.

Seek out a Professional
Seek out a qualified financial advisor. They must complete a prescribed number of hours of continuing education in order to keep their knowledge up to date. Investing the time to find a qualified financial advisor that you are comfortable with, and who understands and shares your financial goals and objectives, will help you achieve them. You'll feel secure knowing that your finances are in order and that you have built a relationship with a financial advisor you trust.



"The key is not to prioritize what's on your schedule, but to schedule your priorities."



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.

Linkedin



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

Larger Font | Smaller Font


Jackson Financial Planning Group | Manulife Wealth

3310 South Service Rd. Suite 204, Burlington Ont. L7N 3M6

Phone: (289) 245-1003
Fax: (289) 245-1009

Manulife Wealth Disclaimers | Newsletter | Site Map | Larger Font | Smaller Font
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.