Our Team

As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Kevin Jackson, MFA, CHS

Jackson Financial

I have been working in the financial industry since 2001. Over the course of my career, I have gained valuable experience and insight working closely with industry leaders, within the framework of a Mutual Fund Dealers Head Office, and as an independent Financial Advisor.

My client-centered approach focuses on relationship building. Working with you as your advisor, we will review your specific financial situation and needs in order to identify opportunities to accomplish your goals. Once we have established this, we will implement a realistic plan tailored to your situation.

The financial landscape is ever changing; I feel it is important to continually educate myself, as well as my clients. I accomplish this by sharing newsletters, articles, and with our regular meetings. Most recently, I have achieved the Master Financial Advisor Designation (MFA), to add to my qualifications, which also include:

Certified Health Insurance Specialist (CHS)
Life License completion (LLQP)
Mutual Funds Operations Course – IFIC
Labour Sponsored Investment Funds Course – IFIC
Mutual Funds License – IFIC

It is my objective to provide my clients with Financial and Wealth Management Services tailored to their needs.