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(905) 238-3535 x 267
Financial Calculators
Client Login
EMAIL
(905) 238-3535 x 267
About Us
About Jackie : CFP and Financial Advisor in GTA
My 360° Process
Financial Priorities
Cash Flow Management
Risk Management
Tax Planning
Investment Planning
Estate Planning
Who We Help
Lawyers
Single by Choice or Chance
Individuals and Business Owners
What’s Your Financial IQ?
Videos & Blog
News Blog
Videos
Contact Us
News Blog
Finding Your Financial Footing Amidst the Panic & Pandemic
01
Apr
More News & Events
Dine in Restaurants and Phase 3 of COVID: Patios, Pancakes & Rum Punch!
02
Aug
Retirement During COVID: Insights and Tips from Instagram Live with Jackie Porter
26
Jul
July Timely Tips
25
Jul
Small Businesses and Phase 2 of COVID
19
Jul
Insights and Tips from Instagram Live with Jackie Porter: Vacations during COVID
12
Jul
Insights & Tips from the Instagram Live with Jackie Porter on Working Moms During COVID
01
Jul
June Timely Tips
29
Jun
Why industry can’t pay lip service to diversity anymore
22
Jun
Second Career Advice: Tips and Insights from Career Advisors
10
Jun
Preparing for the Upcoming Recession 2020– What You Need to Know.
02
Jun
How Social Distancing May Affect People Financially: COVID Guidelines
25
May
How Automation Can Impact Your Survival of a COVID Recession for Businesses
25
May
Last-Minute Tax Tips
25
May
3 in 10 Canadians couldn’t pay bills if they lost job due to coronavirus
23
Apr
5 Steps to Stop Having Money Arguments
23
Apr
Finding Your Financial Footing Amidst the Panic & Pandemic
01
Apr
Covid-19 / Coronavirus Update (March 17, 2020)
17
Mar
Lessons from past market plunges & single biggest regret in reacting to them.
17
Mar
TFSAs aren’t for saving
21
Feb
Should you borrow to invest in an RRSP?
20
Feb
Ontario Reduces Taxes for Small Businesses
12
Feb
Forget About Being An Advocate…Become an I-Vocate
12
Feb
Tax Time: Should You Contribute to an RRSP or Pay Down Your Mortgage?
12
Feb
8 Tips to Help You Control Holiday Spending
16
Dec
Top 10 year-end tax tips for investors.
16
Dec
10 Tips for Paying Off Credit Card Debts
15
Nov
Pulling Back the Curtains on How to Work with Your Accountant
24
Oct
The Risks of Emotional Investing and How to Avoid Them
21
Oct
So many reasons why NOT to invest. Let’s look at why you should invest.
21
Oct
Should you really do nothing amid market volatility? It depends on whether you’re 27 or 63
15
Oct
How should you and your partner split shared expenses?
10
Oct
Financial action plan for newlyweds
08
Oct
Clarifying ‘book value’. How to decode your investment returns
08
Oct
Majority of Canadians living paycheque to paycheque
08
Oct
New Studies Show More Women Making Economic Gains
08
Oct
12th Annual Stratford Festival Dinner Series
26
Sep
Powerful Tax Benefits associated with setting up your very own Individual Pension Plan
25
Sep
Manage your money and create a budget.
16
Sep
Is your house your retirement plan?
16
Sep
7 signs your kids are actually learning about money
16
Sep
How humble beginnings shaped leading advisor
22
Aug
City dwellers could be tempted to treat their house as a retirement plan. But what happens if they don’t want to move when they’re old?
22
Aug
Burnout and the Legal Profession
How to minimize the impact on your finances
15
Aug
Women whose spouses control the finances may be putting themselves, their families at risk.
07
Aug
Any advice for a person who is suddenly single?
06
Aug
Divorce is more than financially devastating, it can also ruin your mental health..
12
Jul
It’s not too early, or too late, to build your million-dollar nest egg.
15
May
Embracing the Money Conversation
07
May
How spring cleaning your portfolio can do more harm than good
30
Apr
Are you curious on how the market is doing?
Here are the Market Returns from March 29, 2019.
11
Apr
Contact Jackie
About Jackie : CFP and Financial Advisor in GTA
My 360° Process
Financial Priorities
Cash Flow Management
Risk Management
Tax Planning
Investment Planning
Estate Planning
Who We Help
Lawyers
Single by Choice or Chance
Individuals and Business Owners
What’s Your Financial IQ?
Videos & Blog
News Blog
Videos
Contact Us
Financial Calculators
Client Login
Client Login
More News & Events
Dine in Restaurants and Phase 3 of COVID: Patios, Pancakes & Rum Punch!
Aug
Retirement During COVID: Insights and Tips from Instagram Live with Jackie Porter
Jul
July Timely Tips
Jul
Small Businesses and Phase 2 of COVID
Jul
Insights and Tips from Instagram Live with Jackie Porter: Vacations during COVID
Jul
Insights & Tips from the Instagram Live with Jackie Porter on Working Moms During COVID
Jul
June Timely Tips
Jun
Why industry can’t pay lip service to diversity anymore
Jun
Second Career Advice: Tips and Insights from Career Advisors
Jun
Preparing for the Upcoming Recession 2020– What You Need to Know.
Jun
How Social Distancing May Affect People Financially: COVID Guidelines
May
How Automation Can Impact Your Survival of a COVID Recession for Businesses
May
Last-Minute Tax Tips
May
3 in 10 Canadians couldn’t pay bills if they lost job due to coronavirus
Apr
5 Steps to Stop Having Money Arguments
Apr
Finding Your Financial Footing Amidst the Panic & Pandemic
Apr
Covid-19 / Coronavirus Update (March 17, 2020)
Mar
Lessons from past market plunges & single biggest regret in reacting to them.
Mar
TFSAs aren’t for saving
Feb
Should you borrow to invest in an RRSP?
Feb
Ontario Reduces Taxes for Small Businesses
Feb
Forget About Being An Advocate…Become an I-Vocate
Feb
Tax Time: Should You Contribute to an RRSP or Pay Down Your Mortgage?
Feb
8 Tips to Help You Control Holiday Spending
Dec
Top 10 year-end tax tips for investors.
Dec
10 Tips for Paying Off Credit Card Debts
Nov
Pulling Back the Curtains on How to Work with Your Accountant
Oct
The Risks of Emotional Investing and How to Avoid Them
Oct
So many reasons why NOT to invest. Let’s look at why you should invest.
Oct
Should you really do nothing amid market volatility? It depends on whether you’re 27 or 63
Oct
How should you and your partner split shared expenses?
Oct
Financial action plan for newlyweds
Oct
Clarifying ‘book value’. How to decode your investment returns
Oct
Majority of Canadians living paycheque to paycheque
Oct
New Studies Show More Women Making Economic Gains
Oct
12th Annual Stratford Festival Dinner Series
Sep
Powerful Tax Benefits associated with setting up your very own Individual Pension Plan
Sep
Manage your money and create a budget.
Sep
Is your house your retirement plan?
Sep
7 signs your kids are actually learning about money
Sep
How humble beginnings shaped leading advisor
Aug
City dwellers could be tempted to treat their house as a retirement plan. But what happens if they don’t want to move when they’re old?
Aug
Burnout and the Legal Profession
How to minimize the impact on your finances
Aug
Women whose spouses control the finances may be putting themselves, their families at risk.
Aug
Any advice for a person who is suddenly single?
Aug
Divorce is more than financially devastating, it can also ruin your mental health..
Jul
It’s not too early, or too late, to build your million-dollar nest egg.
May
Embracing the Money Conversation
May
How spring cleaning your portfolio can do more harm than good
Apr
Are you curious on how the market is doing?
Here are the Market Returns from March 29, 2019.
Apr