On May of 2016, Jackie with her co-author Jill O'Donnell penned a book entitled "Single by Choice or Chance The Smart Women's Guide to Living Longer Better" published by Insomniac Press.

A financial plan begins with a life plan

Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 18 years serving thousands of families, established businesses, and professionals in the GTA. She also helps professionals who are experiencing a life change by receiving a settlement or severance package. Her practice focuses on cash flow management and tax planning. She is a featured speaker and advocates for numerous corporate, professional and charitable organizations.

How does Jackie add value to your finances?

In her role as a certified financial planner, she helps busy professionals make informed decisions by helping them to see their financial circumstances clearly. This is accomplished by working with her client's “team of advisors” to create a “360” degree snapshot of their current and future financial circumstances. In addition, Jackie specializes in helping professionals who are experiencing a life change by receiving a settlement or severance package.

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360°

Process

Financial Priorities

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Cash Flow Management

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Risk Management

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Tax Planning

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Investment Planning

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Estate Planning

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View Jackie Porter's

360°

Process

Financial
Priorities

Learn More

Cash Flow
Management

Learn More

Risk
Management

Learn More

Tax
Planning

Learn More

Investment
Planning

Learn More

Estate
Planning

Learn More

Single by Choice or Chance?

If you are over 45, single by choice or chance, living in Canada today and are examining the options for your future, this book is for you. The path you take depends on your preparedness from where you will live to how best to cope with aging parents and how you will address your own financial future. This book will assist you in designing a life plan that encompasses not only financial goals but also your other life priorities- such as career, relationship, and other personal goals. Read on to find your own path to a happy, healthy, and financially stable and longer life.
Launched on Monday, October 24th, 2017

Click here to Purchase 'Single by Choice or chance'

The Money Conversation: Blog

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