Paul Jackson
About me
I have worked in the financial services profession since 1993, following my earlier service in the Canadian Armed Forces. I am a graduate of the University of Ottawa and have earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Registered Health Underwriter (RHU) designations. These credentials reflect my commitment to technical excellence, disciplined practice, and ongoing professional development.
As one of the founding partners of what is now NextLevel Financial, I opened the Chilliwack office in 1994. The practice has since grown into a team of five advisors and five dedicated support staff, collectively serving more than 1,000 clients throughout Chilliwack and the surrounding communities.
My advisory work centres on long-term, trust-based relationships. I meet clients regularly through scheduled review meetings, ensuring clarity, continuity, and a forward-looking approach to their financial plans. Exceptional service from my team and consistent communication remain cornerstones of the client experience, and nearly all new relationships are the result of referrals.
In addition to my advisory work, I am the author of The Inevitable Millionaire Series, a three-book collection available on Amazon that brings together my experience in financial planning, behavioural coaching, and structured wealth-building. This body of work reflects the same disciplined, client-focused philosophy that guides my practice.
About my team
At NextLevel Financial, our team is built on experience, integrity, and a shared commitment to client success. We are a group of five advisors supported by a highly capable administrative and client-service team. Together, we provide disciplined financial planning, consistent communication, and responsive support to more than 1,000 clients. Our collaborative approach ensures every client benefits from collective expertise, reliable processes, and a warm, professional environment focused on long-term relationships and measurable outcomes.
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.
Economic News with Sébastien 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.
Latest videos and podcasts
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February 13, 2026
Let the show begin! -
February 6, 2026
Tech correction -
January 30, 2026
White smoke: Kevin Warsh nominated to the Fed -
January 23, 2026
Geopolitical fragmentation
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
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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