Welcome to Team Jackie Porter! Jackie is recognised as Canada’s Financial Confidante due to her financial expertise as a Certified Financial Planner and Financial Advisor in Ontario.

 

Recognized as Canada's Financial Confidante

As a financial expert who is a highly recognized financial planner and financial advisor in Ontario, my vision is to create a community that feels inspired, engaged, and encouraged to build their financial IQ one conversation at a time! Team Jackie Porter wants to have money conversations every person feels comfortable talking about. The Jackie Porter team really dislikes boring and technical conversations about money. We know people are intimidated by the financial planning industry and it doesn’t speak to everyone’s real issues or problems. This is especially true for women and our mission is to move the needle on this by focusing on topics that affect our clients the most in a sincere, fun, and simple way to get everyone to join the conversation, share their thoughts and improve their financial literacy.

How does Jackie add value to your finances?

In her role as a certified financial planner and a financial advisor in Ontario, Jackie helps her clients to see their financial circumstances clearly by working with her client's “team of advisors” to create a “360” degree snapshot of their current and future financial circumstances.

View Jackie Porter's

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… 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.

Click here to Purchase 'Single by Choice or chance'

Jackie's 360° Endorsements