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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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11/01/2026

In this week’s Week Ahead, Avery Shenfeld points to an unusually information-rich stretch for markets and central banks, with the U.S. election, Middle East developments, and Canada-U.S. trade risks all set to shape the rate outlook.

He notes that the path for both the Fed and the Bank of Canada could shift quickly depending on whether geopolitical tensions push energy prices higher or diplomatic progress eases inflation pressures.

10/30/2026

If December 31 is circled on your calendar, the next few weeks matter more than most.

Every fall, many of the people I work with across Southwestern Ontario settle on a year-end retirement date. The finish line is in sight, but some of the biggest financial decisions of your working life land right in this final stretch.

In our latest article, we walk through what to settle before your last day:

- Your pension choice: monthly income or commuted value
- The timing of your severance and final pay
- Which benefits continue and which end
- Your income map for retirement
- What you will actually do in your first year

Retiring at year-end, or thinking about next year? Book a meeting before your pension package arrives so we can walk through the options with real numbers.

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

10/25/2026

In this week’s Week Ahead, Avery Shenfeld looks at the unusual policy split taking shape, with markets expecting the Fed to pause while the Bank of Canada leans toward another hike.

He argues that U.S. inflation may still warrant tighter policy, while in Canada, softer core inflation and growing economic uncertainty suggest there may be more value in waiting.

10/23/2026

Book value shows up on every investment statement, yet I find it's one of the most misunderstood numbers on the page.

Many investors compare it to market value and assume it shows how their investments are performing. It doesn't. Book value tracks your contributions, adjusted for reinvested earnings and withdrawals. Its real job is helping determine capital gains or losses for tax purposes.

In our latest post, I break down:

- What book value is and how it's calculated
- Why reinvested distributions increase it
- The right way to measure investment performance
- How book value fits into your taxes

Read the full article here: https://bit.ly/4yClKW2

Have questions about your own statement? My team is always happy to walk you through it.

10/18/2026

In this week’s Week Ahead, Avery Shenfeld explores the recent slide in the Canadian dollar and the challenge it poses for the Bank of Canada. While a weaker loonie can lift inflation and support export growth, he notes that the bigger issue is the widening gap between a U.S. economy buoyed by AI-driven investment and a Canadian economy that may be less able to absorb higher interest rates.

10/11/2026

In this week’s Week Ahead, Avery Shenfeld looks at how polls and surveys can sometimes give a misleading read on the economy.

He argues that unweighted consumer and business sentiment measures may miss where spending power is concentrated or where sector-specific stress is most severe, a risk that matters as the Bank of Canada weighs mixed signals ahead of its next rate decision.

10/04/2026

In this week’s Week Ahead, Avery Shenfeld explores the widening gap between surging U.S. corporate earnings and far more subdued economic growth. He argues that a rising share of income flowing to profits, combined with AI-driven spending and a diminished labour share, is boosting earnings today, but could eventually weaken the household demand needed to sustain broader economic growth.

09/27/2026

In this week’s Week Ahead, Avery Shenfeld looks at why markets have moved to price in much more rate tightening than central banks themselves have projected. At the same time, he notes that higher long-term bond yields are already putting pressure on interest-sensitive parts of the economy, which could ultimately reduce the need for policy rates to rise as far as investors now expect.

09/24/2026

Happy Birthday to Our Fall Trio!

A very special birthday shoutout to three incredible members of The Jackson Group John Wood, Cameron Sheppard, and Lindsay Willemse!

We had the joy of celebrating all three of our fall birthdays together, and it was a wonderful reminder of just how lucky we are to have such talented and dedicated people on our team.

Wishing you all the very best on your special days. Thank you for everything you bring to the team each and every day. Here's to a fantastic year ahead!

09/20/2026

In this week’s Week Ahead, Avery Shenfeld assesses the Fed’s unusually optimistic view that inflation can ease back to target without a rise in unemployment, while warning that higher energy prices, elevated mortgage rates, and slowing interest-sensitive sectors could make that soft landing harder to achieve than policymakers suggest.

Address

2200-255 Queens Avenue
London, ON
N6A5R8

Website

http://www.thejacksongroup.ca/

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