NextLevel Financial - Chilliwack, British Columbia

Jaimie T.

We have been working with NextLevel Financial for almost 25 years. I highly recommend Paul Jackson and his colleagues. Years ago, we switched to Paul to help us with our investments , estate and tax planning and it has been one of the best decisions we’ve ever made. The best part of Next Level’s approach is that they don’t just broker their products. Instead, Paul creates a model portfolio with market products tailored to his clients needs and goals.
Taking control of our financial future is vital. Paul and NextLevel is one of the best places to do that.

Larry S.

Paul Jackson has been our financial advisor for the past fifteen years. He is extremely knowledgeable and we have benefited greatly from his guidance over those years. Communication via email or phone call is very prompt and the information given is straight forward. Next Level's tax income tax preparation is another service we have utilized over those fifteen years and found it very beneficial.

Wayne M.

Our advisor Paul Jackson is top shelf. His attention to detail with regards to answering any questions is second to none. His in depth knowledge of the financial investing world is just what I need. Along with his staff (Laura, Jodi, Christy, Rachel and Terri) I am more than satisfied I am getting the best advice.

Mandy E.

I’m very happy with the way Paul Jackson has taken care of my money. I’m not rich by any means but I’m much richer than I would have been without Paul’s help! He gives me good advice and moves my money around a bit when it’s the right time to do so, and is always available to answer any questions I have. I would recommend him to anyone who’s looking for a financial advisor.

Joyce P.

Paul Jackson has proven himself to be a very trustworthy and highly knowledgeable financial advisor. We have entrusted our financial planning to him for many years. Our children have now as well, as they have grown and now have their own families, reached out to Paul and gotten great financial help with their savings. We also want to say that Laura, at NextLevel has been our go to when it comes to our yearly tax return filing. Thankyou to a great team at NextLevel in Chilliwack.

Jim M.

We started with Paul over 20 years ago. He is an expert in financial planning, and his model portfolio method has proven to be more than successfull for us. His management of our portfolio is professional and very knowledgeable. He has always been available to answer our questions, and help us over the rough spots. When adjustments are needed, he informs us promptly, and explains everything in an understandable way. We are very pleased that we started with Paul all those years ago, and very happy that we are still clients. The staff at the office are always friendly and professional and take the time to ensure that all our business is handled thoroughly. Highly recommended.
Jim and Pam McIntee
Port McNeill, B.C.

June M.

Paul Jackson has been our financial advisor for approximately 20 years. Paul is very trustworthy, knowledgeable and an excellent communicator!! We are extremely pleased in what Paul has accomplished with our financial portfolio's. When we have questions, he quickly responds whether it is via email and/or phone calls. We feel secure knowing that Paul has our best interest at heart and we know that our retirement will be financially sound because of Paul's expertise!! We highly recommend Paul!!:))

Mike R.

I have been working with Paul and the team at Next Level since 2002. The experience has been life changing in so many positive ways for my family. The advice, guidance and coaching from Paul and the team have helped us build a retirement plan, improve our money management skills, and "experience life" with the peace of mind that comes from a solid plan.

I strongly recommend Paul and Next Level to anyone who wants a partner that truly cares about helping you achieve your goals.