Vice-President, Investment Advisor
The Jackson Group includes three Investment Advisors and two client associates, and brings over 70 years of combined investment industry experience to the table to support our clients diverse wealth management needs. We work very closely with specialized colleagues in Private Banking, Estate Planning and Trust Services, as well as our clients? personal tax and legal advisors.
Has developed a successful system for growing, protecting and transferring wealth tax efficiently, based on principles of detailed financial planning
Has acquired specialized expertise in early retirement, including a process to adapt wealth strategies as clients? lives shift and evolve
Works with professionals in fields such as health care, manufacturing and defence, building adaptable financial and investment plans so that they can live their ideal retirement lifestyle
"I live in west London with my husband and colleague, Mike. My love for what I do has led me through a deeply fulfilling career of over 25 years, but outside of my professional life it's other passions that drive me.
First, I am an absolute, unapologetic foodie. A food truck is just as likely to catch my interest as a Michelin star restaurant, and Mike and I are always in search of new culinary experiences. Fortunately the other hobbies that take up my time are gardening and working out with my personal trainer."
25 years of industry experience and a valuable institutional perspective
Spent 21 years at a global investment bank, most recently as the COO for their Canadian securities business
Has broad capital markets experience including Corporate Finance, Equity Research and Electronic Trading
I grew up in Western Canada and first came to London as a teenager to go to UWO. My wife and I now have two teenage kids, and it won't be long before we're filling out university applications again.
Outside of work, we like to spend our time outdoors, often on our bikes in the summer, and on our skis in the winter.
Unfortunately I can't keep up to my kids on either anymore!
Has a professional history in Technology Research and Project Management before joining his wife Jen at CIBC Wood Gundy in 2007
Works closely with The Jackson Group clients to identify ways to adapt their financial plans to their evolving lifestyles
Helps implement investment and retirement solutions
With broad sales and technology experience, coordinates the team's marketing, performance monitoring and client reporting efforts
"I'm fortunate enough to work alongside my wife Jen every day, and at our home in west London, what occupies me most is cooking. I love to grill, and I often turn to the Green Egg to smoke meat and help Jen get her foodie fix.
I'm an avid cyclist, a seasoned traveller and an occasional golfer."
Has been a core member of our team since 2004
Has extensive industry experience, which helps her ensure The Jackson Group clients get the day-to-day support and service they need
Holds a degree in Finance & Administration from Western University
Coordinates cash flow management, scheduling, tax reporting and client documentation support
Provides knowledgeable, efficient responses to any and all inquiries
"London, Ontario is my hometown. It's also where I attended university, where I began working for the Jackson Group, over 15 years ago, I'm honoured to say, and where I still reside today.
In my free time, you can usually find me at home with my family, which includes three wonderful dogs with whom I've enjoyed many years training and taking to various competitions. Needless to say I am a very enthusiastic animal lover and pet parent, but while I appreciate spending time at home with my family and friends, I also really enjoy music and attending concerts. Anyone who knows me will also confirm that I am an ever-loyal boy band fan."
Joined The Jackson Group in 2018
Holds a Postgraduate Certificate at Fanshawe College and an undergraduate degree
Started her career in her native Brazil, spending four years in investment and banking advisory roles before moving to London in 2018
Works directly with clients and brings a unique international perspective to the team
"My roots are in Brazil, where I was born and where I first discovered my love of the outdoors. Half of my formative years were spent by the coast and the other half in the Amazon Forest. After my move to Canada, I developed that same love for a new landscape, its idyllic lakes and even its not-so-idyllic winters.
I still spend much of my free time outside, hiking and ice skating in the winter and cycling and canoeing in the summer. If you happen to find me indoors, I'll probably be baking at home while my adorable dog begs for treats alongside my boyfriend Chuck and his two children."
255 Queens Avenue
London, ON N6A 5R8
Tel.: (519) 640-7643
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037
"It's time for retirement planning to evolve into life planning. The fact is, only a detailed plan with proper maintenance can reflect reality over time. Our aim is not to predict the shifts in your life, but rather to adapt to them with customized solutions."
Vice-President, Investment Advisor
CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc.
"CIBC Private Wealth Management" is a registered trademark of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc.
This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2021.
Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.
Jennifer Jackson and Jim Stuart are Investment Advisors with CIBC Wood Gundy.
Mike Long is an Associate Investment Advisor working with Jennifer Jackson, Investment Advisor.
If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.