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Podcast: How to be Financially Resilient.

Expect uncertainty; expect disruption and build a fortress around your finances so you can be more equipped to deal with…

6 years ago

Celebrate International Women’s Day with me on March 4th in Brampton.

I’m honoured to be speaking alongside several other amazing women. This half day event runs from 8:30 am – 12:00…

6 years ago

Are you getting a divorce or are already divorced and you’re over 50?

This can affect your retirement pension and other assets & liabilities you haven’t thought of. Being prepared and organized can…

6 years ago

5 Awesome Budgeting Apps For 2019 And Beyond

Do you use a tool for your budgeting? Many of them are apps now and here are 5 of them.…

6 years ago

What wise investors know

Listen to this Podcast What wise investors know Whether you are brand new to investing or a seasoned pro, there…

6 years ago

Are you curious about how your net worth compares to the average Canadian?

Check out this easy-to-use tool to find your net worth. https://www.getsmarteraboutmoney.ca/calculators/net-worth-calculator/ If you’re unhappy with the results now may be…

6 years ago

How to spot an investment scam

Listen to this Podcast How to spot an investment scam It’s quite easy to spot the con artists on a…

6 years ago

Did you know the TFSA limit is going up to $6,000 per year?

Are you currently taking advantage of the TFSA limit… or wonder if you should be? Now is the time to…

6 years ago

I’m honoured to receive Carte’s Brand & Marketing Award this year at our 2018 annual conference.

Post from Kirk Purai, President of Carte Financial: Congratulations to our Brand & Marketing Award Winner Jackie Porter, CFP, an…

6 years ago

A Man is Not a Plan and other hard truths.

Charlotte is a single woman who likes the finer things in life. She loves dining at nice restaurants and drinking…

6 years ago