Paul Jackson

BA, CFP, CLU, RHU

Mutual fund representative 1

NextLevel Financial Ltd

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I have been in the financial services industry since 1993 and prior to that, was a member of the Canadian Armed Forces. An alumnus of the University of Ottawa, I have also attained both the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations. These are the top industry designations, which show my commitment to excellence and lifelong learning in the profession of financial planning.

I am one of the founding partners of NextLevel Financial (formerly Money Concepts) and opened the Chilliwack office in 1994. Since that time, the office has grown to five advisors, five support staff, and serves over 1,000 clients in Chilliwack and surrounding area.

My practice revolves around developing a solid long-term working relationship with my clients. I achieve this through scheduled face-to-face review meetings, excellent communication and service from my staff. Almost 100% of my business comes from referrals.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with S├ębastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.