Welcome to Team Jackie Porter!
As a Certified Financial Planner and Canada's financial confidante with various awards, I and my team aim to help you understand your finances, plan for the future of your dreams and build your wealth.I am an award-winning Certified Financial Planner in Canada serving thousands of professionals, established businesses and families with 24 years of experience. My practice focuses on cash flow management and tax planning strategies for small to medium-sized businesses who need someone at the table working on their behalf. In addition to serving business owners, I and my team help professionals who haven’t done proper financial planning to set and achieve their financial goals as they near retirement. Besides financial advising, I am a featured speaker and advocate for numerous corporate, professional and charitable organizations.
WHO WE HELP
How is my team different?
We know that people are intimidated by the technicality and formality of the financial services industry and how it doesn’t speak to everyone’s real financial problems.
We overcome this issue by differentiating our approach to finance. Our services focus on our community’s real financial challenges in a sincere, fun and simple way. By easing the understanding of the finance world, we envision creating a community that feels inspired to improve its financial literacy and encouraged to build its wealth.
HOW DO WE BUILD YOUR WEALTH?
As a team of Certified Financial Planner and advisors, we build your wealth by helping you to clearly see your financial circumstances and working with your “team of advisors” to create a “360” degree snapshot of your current and future financial circumstances. To help you get started on your journey, we offer you a complimentary 30 minute consultation session.
Want to start your financial journey? Book your complimentary 30 minute consultation here!
Jackie's 360° Endorsements
Thank you so much for taking time to chat with the ladies at our Women's Leadership & Inclusion event today. We really appreciate your insights and leadership with financial planning.
Thanks for presenting to us solid information on Financially Surviving a Layoff or Reorganization. It has open my eyes to how many careers we will be changing in the next 10 to 20 years.
I have found her to be professional and informative. I have appreciated the energy she brought to her workshops. It is no easy feat to motivate people in a financial workshop. Our members who have participated in her workshops over the years felt empowered as they learned information to take charge of their financial situation. I speak from personal experience. The feedback from our members has always been very positive. Ms. Porter is a professional whom I would certainly endorse for others.
Thank you for joining us! The information was valuable and together with Samy’s present did a great job of getting to the heart of many challenges people face. All the best!
On behalf of the ICF-GTA
Jackie is an engaging and informed financial planner, who outlines practical solutions for professionals who are looking to manage finances intelligently.
On behalf of the ICF-GTA
I am very happy to have been referred to Jackie by another colleague who uses her and grateful for expertise in helping me to build and protect my wealth.
I recommended Jackie to many people and they have all benefited from her services. One of my friend mentioned to me that “she wish that she would have started working with her earlier”.
I am very satisfied and grateful to work with Jackie and highly recommend her!
SINGLE BY CHOICE OR CHANCE… The smart woman’s guide to living longer, better.
Co-authors: Jackie Porter and Jill O’Donnell
143-pages soft-cover
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 your career, relationships, and other personal goals.
Order your copy (or a copy for someone you know) and find your own path to a happy, healthy, and financially stable and longer life.
