Jackie Porter is an award-winning CFP and financial advisor in GTA who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals. Her 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. She also helps professionals who are experiencing a life change and receive a settlement or severance package. Beside financial advising, she is a featured speaker and advocate for numerous corporate, professional and charitable organizations.

She also co-authored “Single by Choice or Chance, the smart woman’s guide to living longer better” to help single women prepare better for their financial future.

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. (sharing a personal story in the beginning allows to captivate the reader’s attention and create a stronger resonance with you on a personal level).

By using this golden opportunity, Jackie is now one of Canada’s most recognized financial planners and financial advisor in GTA. Her advice and financial strategies have been featured in top financial publications such as, Forum, Wealth Professional, Investment Executive and The Globe & Mail. Many have benefited from her sound and actionable financial advice offered at business conferences, radio interviews, podcasts and television programs such as the Agenda, CBC, Sun News and BNN. Jackie has also been awarded winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards.

She is happy to share her journey to creating a 7-figure net worth out of very humble beginnings.

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Cash Flow Management

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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