About Jackie Porter

Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 18 years serving over 400 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 advocate for numerous corporate, professional and charitable organizations

Jackie has a passion for promoting financial literacy and created a number of financial literacy camps and after school programs for the TDSB. She has also served on the Board of Directors for Advocis Peel Halton, and organization that regulates financial planners. Jackie has been featured on Sun TV News, CBC Newsworld and on That Channel. She is also a regular contributor to SLAW Tips (A lawyers Online Weekly Magazine), The Divorce Journal and Wealth Professional. In June of 2016, Jackie co-authored “Single by Choice or Chance, the smart women’s guide to living longer better”, published by Insomniac Press.

Raised by a single mom who was passed away when Jackie was in her teens led Jackie to learn important lessons about becoming financially independent very early in her life. She entered the financial industry as a second career after taking a package from a telecom company. Because Jackie had to become financially independent at such a young age she was hungry to learn the principles of real wealth and saw the profession as her golden opportunity.
She is happy to share her journey to creating a 7 figure net worth out of very humble beginnings.

Specialties

  • Working with legal and healthcare professionals as well as small to medium sized businesses who need someone at the table working on their behalf.
  • Working with professionals who have received a settlement or severance package and want to proactively map out tax and retirement options.
  • Working with individuals who are going through a separation/divorce and want clarity and confidence in their decision making as they go through the journey

My FINANCIAL SERVICES

bg_image

FINANCIAL
PRIORITIES

Learn More
bg_image

Cash Flow
Management

Learn More
bg_image

Risk
Management

Learn More
bg_image

Tax
Planning

Learn More
bg_image

Investment
Planning

Learn More
bg_image

Estate
Planning

Learn More