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Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap
Meet the team Monday....
When you come into our office or phone in, it is very likely Carolyn who will be the first one you see or hear from.
Carolyn was born and raised in Thompson, Manitoba where she graduated from Keewatin Community College with an Honors in Computerized Business in 1996. Once her husband retired from the mine, Carolyn and Danny moved to Brandon and she began working with Taylor Jackson Financial. With over 26 years of experience in the finance industry, Carolyn provides exceptional customer service and is knowledgeable in all Sun Life products and services.
Carolyn and Danny have a daughter, Amber, and two bunnies, Waffles and Luna. When she’s not at work you can find her cooking or enjoying time outside
When you come into our office or phone in, it is very likely Carolyn who will be the first one you see or hear from.
Carolyn was born and raised in Thompson, Manitoba where she graduated from Keewatin Community College with an Honors in Computerized Business in 1996. Once her husband retired from the mine, Carolyn and Danny moved to Brandon and she began working with Taylor Jackson Financial. With over 26 years of experience in the finance industry, Carolyn provides exceptional customer service and is knowledgeable in all Sun Life products and services.
Carolyn and Danny have a daughter, Amber, and two bunnies, Waffles and Luna. When she’s not at work you can find her cooking or enjoying time outside
Meet the team Monday....
When you come into our office or phone in, it is very likely Carolyn who will be the first one you see or hear from.
Carolyn was born and raised in Thompson, Manitoba where she graduated from Keewatin Community College with an Honors in Computerized Business in 1996. Once her husband retired from the mine, Carolyn and Danny moved to Brandon and she began working with Taylor Jackson Financial. With over 26 years of experience in the finance industry, Carolyn provides exceptional customer service and is knowledgeable in all Sun Life products and services.
Carolyn and Danny have a daughter, Amber, and two bunnies, Waffles and Luna. When she’s not at work you can find her cooking or enjoying time outside
When you come into our office or phone in, it is very likely Carolyn who will be the first one you see or hear from.
Carolyn was born and raised in Thompson, Manitoba where she graduated from Keewatin Community College with an Honors in Computerized Business in 1996. Once her husband retired from the mine, Carolyn and Danny moved to Brandon and she began working with Taylor Jackson Financial. With over 26 years of experience in the finance industry, Carolyn provides exceptional customer service and is knowledgeable in all Sun Life products and services.
Carolyn and Danny have a daughter, Amber, and two bunnies, Waffles and Luna. When she’s not at work you can find her cooking or enjoying time outside
Meet the team Monday.....
Shawn and his wife, Robin, have lived in Brandon since 1989. Their love of the city and surrounding area prompted Shawn to leave a 17-year career in the Agricultural Industry when they were asked to relocate out of the province. Moving into the financial services industry in 2001 allowed Shawn the opportunity to work one on one with clients to help provide solutions to their financial needs. Interacting with people and giving back to the community has always been important to him. You will find Shawn involved in many sports related events or activities in the Brandon area. The construction of the Simplot Millennium Ball Park, numerous major curling events, baseball, curling and golf Boards, and Curl Manitoba committees are just a few areas that Shawn has shared his time and experience.
Shawn and Robin have raised three children here and are now fully emersed in the joys of being grandparents. They love helping out as their 4 grandkids now start going to school and joining extracurricular activities.
The ability to be able to help clients plan, grow and reach their future goals is inspiring for Shawn. The opportunity to help provide solutions to protect those goals is gratifying knowing that we are providing a wholistic approach to services we provide clients. That wholistic approach builds our client’s confidence knowing that by working with us they can have a greater success in reaching their goals.
Shawn and his wife, Robin, have lived in Brandon since 1989. Their love of the city and surrounding area prompted Shawn to leave a 17-year career in the Agricultural Industry when they were asked to relocate out of the province. Moving into the financial services industry in 2001 allowed Shawn the opportunity to work one on one with clients to help provide solutions to their financial needs. Interacting with people and giving back to the community has always been important to him. You will find Shawn involved in many sports related events or activities in the Brandon area. The construction of the Simplot Millennium Ball Park, numerous major curling events, baseball, curling and golf Boards, and Curl Manitoba committees are just a few areas that Shawn has shared his time and experience.
Shawn and Robin have raised three children here and are now fully emersed in the joys of being grandparents. They love helping out as their 4 grandkids now start going to school and joining extracurricular activities.
The ability to be able to help clients plan, grow and reach their future goals is inspiring for Shawn. The opportunity to help provide solutions to protect those goals is gratifying knowing that we are providing a wholistic approach to services we provide clients. That wholistic approach builds our client’s confidence knowing that by working with us they can have a greater success in reaching their goals.
Meet the team Monday.....
Shawn and his wife, Robin, have lived in Brandon since 1989. Their love of the city and surrounding area prompted Shawn to leave a 17-year career in the Agricultural Industry when they were asked to relocate out of the province. Moving into the financial services industry in 2001 allowed Shawn the opportunity to work one on one with clients to help provide solutions to their financial needs. Interacting with people and giving back to the community has always been important to him. You will find Shawn involved in many sports related events or activities in the Brandon area. The construction of the Simplot Millennium Ball Park, numerous major curling events, baseball, curling and golf Boards, and Curl Manitoba committees are just a few areas that Shawn has shared his time and experience.
Shawn and Robin have raised three children here and are now fully emersed in the joys of being grandparents. They love helping out as their 4 grandkids now start going to school and joining extracurricular activities.
The ability to be able to help clients plan, grow and reach their future goals is inspiring for Shawn. The opportunity to help provide solutions to protect those goals is gratifying knowing that we are providing a wholistic approach to services we provide clients. That wholistic approach builds our client’s confidence knowing that by working with us they can have a greater success in reaching their goals.
Shawn and his wife, Robin, have lived in Brandon since 1989. Their love of the city and surrounding area prompted Shawn to leave a 17-year career in the Agricultural Industry when they were asked to relocate out of the province. Moving into the financial services industry in 2001 allowed Shawn the opportunity to work one on one with clients to help provide solutions to their financial needs. Interacting with people and giving back to the community has always been important to him. You will find Shawn involved in many sports related events or activities in the Brandon area. The construction of the Simplot Millennium Ball Park, numerous major curling events, baseball, curling and golf Boards, and Curl Manitoba committees are just a few areas that Shawn has shared his time and experience.
Shawn and Robin have raised three children here and are now fully emersed in the joys of being grandparents. They love helping out as their 4 grandkids now start going to school and joining extracurricular activities.
The ability to be able to help clients plan, grow and reach their future goals is inspiring for Shawn. The opportunity to help provide solutions to protect those goals is gratifying knowing that we are providing a wholistic approach to services we provide clients. That wholistic approach builds our client’s confidence knowing that by working with us they can have a greater success in reaching their goals.
Meet the team Monday...
At Taylor Jackson Financial Services our vision is to assist clients in improving their quality of life by helping them create future security and independence. By working together we will provide them peace of mind knowing that they and their families are protected against unexpected tragedies now and in the years ahead.
Our business is built on integrity, honesty and a true desire to do what is always best for each and every client.
At Taylor Jackson Financial Services our vision is to assist clients in improving their quality of life by helping them create future security and independence. By working together we will provide them peace of mind knowing that they and their families are protected against unexpected tragedies now and in the years ahead.
Our business is built on integrity, honesty and a true desire to do what is always best for each and every client.
Meet the team Monday...
At Taylor Jackson Financial Services our vision is to assist clients in improving their quality of life by helping them create future security and independence. By working together we will provide them peace of mind knowing that they and their families are protected against unexpected tragedies now and in the years ahead.
Our business is built on integrity, honesty and a true desire to do what is always best for each and every client.
At Taylor Jackson Financial Services our vision is to assist clients in improving their quality of life by helping them create future security and independence. By working together we will provide them peace of mind knowing that they and their families are protected against unexpected tragedies now and in the years ahead.
Our business is built on integrity, honesty and a true desire to do what is always best for each and every client.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
The TJF team will be taking a break for the holidays. Our last day in the office will be this Thursday, December 19th, and we'll be back to regular hours on Thursday, January 2nd.
Safe holiday travels, everyone!
Safe holiday travels, everyone!
The TJF team will be taking a break for the holidays. Our last day in the office will be this Thursday, December 19th, and we'll be back to regular hours on Thursday, January 2nd.
Safe holiday travels, everyone!
Safe holiday travels, everyone!
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼 #BusinessLoans #FuelGrowth #SeizeOpportunities
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼 #BusinessLoans #FuelGrowth #SeizeOpportunities
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country!
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country!
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