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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
Taylor Jackson Financial will be closed on Monday February 17th, but will return to the office for you Tuesday February 18th at 9am.
Taylor Jackson Financial will be closed on Monday February 17th, but will return to the office for you Tuesday February 18th at 9am.
Meet the Team Monday...
The next person we would like you to meet is Samantha. Samantha is our wealth assistant, and works very hard to make sure all of your paperwork ends up in the propers hands for processing.
Samantha grew up in Portage La Prairie and Gladstone, and later moved to Brandon for University in 2011 where she graduated with a Major in Business Administration and a Minor in Economics. Prior to joining the team at TJF, Samantha worked for the Brandon Chamber of Commerce where she discovered her passion and the importance of the Brandon business community.
Samantha joined Taylor Jackson Financial in March 2021 as an Advisor Assistant and enjoys assisting our clients in any way possible.
Samantha, and her wife, Megan, bought their first home in recent years and keep busy with their two young dogs. When she’s not busy at work, you’ll likely find her playing with the dogs, spending time outside (when it’s warm), or watching Netflix.
The next person we would like you to meet is Samantha. Samantha is our wealth assistant, and works very hard to make sure all of your paperwork ends up in the propers hands for processing.
Samantha grew up in Portage La Prairie and Gladstone, and later moved to Brandon for University in 2011 where she graduated with a Major in Business Administration and a Minor in Economics. Prior to joining the team at TJF, Samantha worked for the Brandon Chamber of Commerce where she discovered her passion and the importance of the Brandon business community.
Samantha joined Taylor Jackson Financial in March 2021 as an Advisor Assistant and enjoys assisting our clients in any way possible.
Samantha, and her wife, Megan, bought their first home in recent years and keep busy with their two young dogs. When she’s not busy at work, you’ll likely find her playing with the dogs, spending time outside (when it’s warm), or watching Netflix.
Meet the Team Monday...
The next person we would like you to meet is Samantha. Samantha is our wealth assistant, and works very hard to make sure all of your paperwork ends up in the propers hands for processing.
Samantha grew up in Portage La Prairie and Gladstone, and later moved to Brandon for University in 2011 where she graduated with a Major in Business Administration and a Minor in Economics. Prior to joining the team at TJF, Samantha worked for the Brandon Chamber of Commerce where she discovered her passion and the importance of the Brandon business community.
Samantha joined Taylor Jackson Financial in March 2021 as an Advisor Assistant and enjoys assisting our clients in any way possible.
Samantha, and her wife, Megan, bought their first home in recent years and keep busy with their two young dogs. When she’s not busy at work, you’ll likely find her playing with the dogs, spending time outside (when it’s warm), or watching Netflix.
The next person we would like you to meet is Samantha. Samantha is our wealth assistant, and works very hard to make sure all of your paperwork ends up in the propers hands for processing.
Samantha grew up in Portage La Prairie and Gladstone, and later moved to Brandon for University in 2011 where she graduated with a Major in Business Administration and a Minor in Economics. Prior to joining the team at TJF, Samantha worked for the Brandon Chamber of Commerce where she discovered her passion and the importance of the Brandon business community.
Samantha joined Taylor Jackson Financial in March 2021 as an Advisor Assistant and enjoys assisting our clients in any way possible.
Samantha, and her wife, Megan, bought their first home in recent years and keep busy with their two young dogs. When she’s not busy at work, you’ll likely find her playing with the dogs, spending time outside (when it’s warm), or watching Netflix.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
Shawna started her career in the financial services industry almost 31 years ago with Mutual Life of Canada after receiving her Business Degree from Brandon University. Shawna worked as an advisor on her own for about 10 years until Taylor Jackson Financial Services Inc. was formed, allowing her to focus on investment planning for our clients. In 2004, Shawna received her certified planner designation, the most widely recognized financial planning designation in the world. Over these years there have been many changes but the one constant has been the building of relationships with clients and their families to plan for their futures, many of which are now inter-generational.
On a personal note, her husband Clay and her have two children, Colby who is 22 years old and Riley who is 19 years old. They also have a cockapoo named Archie. They live on an acreage just outside of Brandon and have a cabin at Oak Lake Beach as well. Her hobbies include reading, sports, music and spending time at their cabin.
On a personal note, her husband Clay and her have two children, Colby who is 22 years old and Riley who is 19 years old. They also have a cockapoo named Archie. They live on an acreage just outside of Brandon and have a cabin at Oak Lake Beach as well. Her hobbies include reading, sports, music and spending time at their cabin.
Shawna started her career in the financial services industry almost 31 years ago with Mutual Life of Canada after receiving her Business Degree from Brandon University. Shawna worked as an advisor on her own for about 10 years until Taylor Jackson Financial Services Inc. was formed, allowing her to focus on investment planning for our clients. In 2004, Shawna received her certified planner designation, the most widely recognized financial planning designation in the world. Over these years there have been many changes but the one constant has been the building of relationships with clients and their families to plan for their futures, many of which are now inter-generational.
On a personal note, her husband Clay and her have two children, Colby who is 22 years old and Riley who is 19 years old. They also have a cockapoo named Archie. They live on an acreage just outside of Brandon and have a cabin at Oak Lake Beach as well. Her hobbies include reading, sports, music and spending time at their cabin.
On a personal note, her husband Clay and her have two children, Colby who is 22 years old and Riley who is 19 years old. They also have a cockapoo named Archie. They live on an acreage just outside of Brandon and have a cabin at Oak Lake Beach as well. Her hobbies include reading, sports, music and spending time at their cabin.
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
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 questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.