The Jackson Group at CIBC Wood Gundy

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The Jackson Group at CIBC Wood Gundy

Jennifer Jackson leads The Jackson Group at CIBC Wood Gundy, focusing on the needs of late-career professionals facing early retirement options.

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08/30/2026

In this week’s Week Ahead, Avery Shenfeld makes the case that, even after last week’s breakdown in trade talks, Canada still needs to stay at the table with the U.S.

While reducing that dependence is an important long-term goal, his view is that the immediate priority is to keep dialogue open and work with U.S. allies who also have a stake in avoiding further escalation.

08/28/2026

A conversation I have more often than you'd think...

A couple sits across from me. They've saved diligently for 35 years. Their plan is solid. Their retirement is fully funded. Then one of them says, almost apologetically: "We were thinking about business class for the flight to Portugal… but it seems like a lot."

They can comfortably afford it. And they're asking permission.

Nobody warns you that the hardest part of retirement planning isn't saving the money, it's giving yourself permission to spend it. After decades as a "saver," watching the balance go down (on purpose, on schedule!) feels wrong.

My latest article is about the risk we never talk about: reaching 85 with more money than you retired with, and a list of things you never did.

Read the full article here: https://bit.ly/4xrmwVW

08/23/2026

In this week’s Week Ahead, Avery Shenfeld argues that the U.S. midterms are unlikely to materially alter trade policy, given that much of the Trump agenda has been advanced through executive orders.

This helps explain why Canada has not seen the post-midterm period as a particularly promising window for tariff negotiations.

08/16/2026

In this week’s Week Ahead, Avery Shenfeld notes that despite the recent calm in markets, the outlook for the Persian Gulf and oil prices remains highly uncertain.

He argues that the current stability in crude should not be taken as reassurance, since prices could move lower if a deal is reached, or rise sharply if the standoff persists.

08/14/2026

"When should I take my CPP?"

It might be the question I hear most often from clients approaching retirement usually asked in a slightly guilty whisper, as if everyone else already knows the answer.

Here's the truth: the math is the easy part. Delaying from 65 to 70 increases your benefit 42%, guaranteed and indexed for life. On paper, waiting often wins.

But a spreadsheet can't weigh your health, your family history, your pension bridge, your tax picture as a couple or what you want your 60s to actually look like.

In my latest article the four questions the CPP calculator can't answer. Here: https://bit.ly/45XlDsa

08/09/2026

In this week’s Week Ahead, Avery Shenfield highlights the surprising rebound in Canada’s export sector, with real export volumes reaching a new high in Q2 and helping support GDP growth.

While energy and some US-bound exports have led the recovery, ongoing tariff risks, weak manufacturing investment, and capacity constraints suggest the momentum may be difficult to sustain.

08/07/2026

The cottage is rarely the largest asset in a family's estate plan. But it's almost always the hardest one.

It's where the kids learned to swim. Where three generations fit around one picnic table. Which is exactly why the questions "who gets it, who pays for it, what's fair" keep getting kicked down the road.

Here's what I tell cottage families... the conversation is only awkward once, avoiding it can be painful for a generation.

My latest article covers the human questions to ask first, the tax bill nobody budgets for (including one piece of genuinely good news on capital gains), and why this summer is the time to start.

Link to the full article here: https://bit.ly/4w9MXyd

08/02/2026

In this week’s The Week Ahead, Avery Shenfeld examines what the bond market may be signaling about the Fed’s decision to hold rates steady, and unpacks one of the key unanswered questions from Chair Warsh’s press conference on inflation, growth and the likelihood of further rate hikes.

07/26/2026

In this week’s Week Ahead, Benjamin Tal notes that Canada’s recent population decline, as reported by Statistics Canada, appears dramatic after years of rapid growth.

However, he argues that much of the drop reflects tighter policies on non-permanent residents and how expired visa holders are counted, rather than a clear sign of lasting demographic or economic weakness.

07/24/2026

Every July, the financial industry publishes mid-year market reviews. Charts, forecasts, percentages.

Here's the mid-year review I'd rather my clients do and it has nothing to do with a portfolio statement:

How has the first half of 2026 felt?

In January, most of us had quiet intentions. More time with the grandkids. That trip. Fewer Sunday-night dreads. Halfway through the year is the perfect moment to ask: has any of your money actually gone toward the things you said mattered?

In my latest article, I share the three questions I ask clients at the halfway point none of which involve a rate of return.

Read the full article here: https://bit.ly/3RycNxw

Address

2200-255 Queens Avenue
London, ON
N6A5R8

Website

http://www.thejacksongroup.ca/

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