The Jackson Group at CIBC Wood Gundy

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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05/31/2026

This week in The Week Ahead, Avery Shenfeld highlights how, despite other priorities occupying the President, trade policy remains a key focus. The stalled momentum on Canada-US trade developments and the likely delay of the USMCA reviews Canada’s continued vulnerability to US tariffs and shifting trade strategies.

05/24/2026

This week in The Week Ahead, Avery Shenfeld highlights how US deficits and global tensions are keeping long-term Treasury yields high. Even if rates fall briefly, lasting challenges mean higher borrowing costs could continue to impact housing and economic growth.

05/17/2026

This week in The Week Ahead, Avery Shenfeld explores the growing concerns about the long-term impacts of AI and technology on the US and Canadian economies, and what it means for workers, shareholders and market trends.

05/10/2026

In this week’s The Week Ahead, Avery Shenfeld highlights Kevin Warsh likely becoming the next Fed chair.

Although Warsh has some unusual ideas and a mixed history at the Fed, he probably won’t make big changes right away, since he’ll need to prove his independence and rely on the Fed’s experienced staff.

05/03/2026

In this week’s The Week Ahead, Avery Shenfeld highlights how ongoing tensions in the Persian Gulf are fueling higher oil prices, creating both opportunities and challenges.

Elevated prices are bolstering North American producers and Alberta’s fiscal position, yet persistent energy shocks threaten to disrupt central bank strategies, potentially postponing rate cuts or leading to further increases.

Are you carrying around a mental to-do list of financial and personal tasks you keep putting off like updating your will...
05/01/2026

Are you carrying around a mental to-do list of financial and personal tasks you keep putting off like updating your will, checking your insurance, or reviewing beneficiary designations? You’re not alone. I call it “life's clutter” and it’s a quiet source of stress for so many of us.

That’s why I’m a big believer in the power of a dedicated Life Admin Day. Blocking off just one day a year to tackle these important (but often neglected) tasks can bring an incredible sense of relief and control not just for you, but for your loved ones as well.

In my latest blog post, I share why a Life Admin Day matters, what to cover, and practical tips to make it work for you.

If you want more clarity, confidence, and peace of mind in your financial life, I invite you to check it out!

➡️ https://bit.ly/4ujCCyZ

04/26/2026

In this week’s The Week Ahead, Avery Shenfeld suggests that inflation risks remain contained and interest rates are likely to stay on hold through 2026.

04/19/2026

In this week's The Week Ahead, Avery Shenfeld explores how shifting inflation expectations and the aftermath of the Iran conflict are shaping market outlooks and central bank policy in Canada and beyond.

04/12/2026

In this week’s The Week Ahead, Benjamin Tal discusses how the ongoing oil shock and the efficiency paradox are shaping the economic outlook for Canada and the U.S., cautioning that energy efficiency gains alone may not shield us from the current challenges.

We spend years planning for the financial reality of retirement. What we plan for far less carefully is the emotional re...
04/10/2026

We spend years planning for the financial reality of retirement. What we plan for far less carefully is the emotional reality.

The identity shift when the structure of work disappears. The unexpected discomfort of drawing down a portfolio you spent decades building. The quiet mornings that feel nothing like the freedom you imagined.

These are conversations I have with clients regularly and they are some of the most important ones we have together.

In my latest blog post, I’m writing about something that doesn’t get nearly enough attention in our industry: the emotional side of retirement. What it really feels like when the pay cheque stops, and what actually helps.

We cover:
→ Why so many high achievers feel lost in the early months of retirement
→ The spending paradox and why even well-prepared retirees struggle to enjoy their wealth
→ What the most fulfilled retirees tend to have in common
→ Why purpose, connection, and permission matter as much as the plan itself

If you work with clients navigating this transition or if you’re approaching it yourself I think you’ll find something meaningful here.

🔗 Read the full article at https://bit.ly/4tCR8S4

🔗 Request a copy of our Pre-Retirement Checklist at https://bit.ly/41Ua2rQ

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