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Helping busy professionals plan for life's uncertainties

Jackie Porter

SENIOR FINANCIAL ADVISOR

Jackie Porter has been in the financial industry for 18 years serving over 400 families, established businesses and professionals in the Greater Toronto Area. Her practice focuses on investment planning, cash flow management and tax planning.

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Jackie Porter's New Book Release

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 longer life.

Launch Date: Monday, October 24th

Book Jackie to speak Purchase 'Single by choice or chance'

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How I can Add Value

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Investment
Planning

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Estate
Planning

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Tax
Planning

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Risk
Management

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Cash Flow
Management

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Financial
Priorities

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