Skip to content

- EMAIL
- 365-656-3355 ext. 103

Financial Calculators
My Portfolio Login

- EMAIL
- 365-656-3355 ext. 103

About Us
- About Jackie Porter: CFP and Financial Advisor in Canada
- FAQs
My 360° Process
Who We Help
- Lawyers
- Individuals and Business Owners

What’s Your Financial IQ?
Resources
Contact Us
- Book an appointment

Mortar board and a graduation diploma

Published September 23, 2021 at 2000 × 2000 in The Importance of A Mid-Year Tax Check-Up With Your Accountant

Mortar board and a graduation diploma

Both comments and trackbacks are currently closed.

Tel 365-656-3355 ext. 103 | Email jody.euloth@askjackie.ca

Reach out to us on our social media channels!

Jackie's 360° process

Cash Flow Management Risk Management Tax Planning Investment Planning Estate Planning Privacy Policy

Home Financial Priorities Contact Us Dual Occupation Disclosure Financial Calculators Client Login

ARE YOU A BUSY PROFESSIONAL LOOKING TO MANAGE YOUR FINANCES PRUDENTLY? LET ME HELP YOU ...

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated your insurance contract.
*Insurance products and services provided through Carte Risk Management Inc., Carte Financial Services Inc., Hunter McQuorodale, HUB Financial Inc. and Qualified Financial Services.
**Mutual funds provided through Carte Wealth Management Inc

Copyright 2024 © Jackie Porter - Certified Financial Planner, Writer, and Speaker | XML sitemap | HTML sitemap

About Us
- About Jackie Porter: CFP and Financial Advisor in Canada
- FAQs
My 360° Process
Who We Help
What’s Your Financial IQ?
Resources
Contact Us
- Book an appointment
Financial Calculators
Client Login
Client Login