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Author Archives: Jody Euloth

Re-visiting the Wedding Ritual in 2022

This week on our Live we hosted Karina Lemke, owner Karina Lemke wedding and events > Read More

27
Feb
What Does a Private Investigator Know About Love, Money & Relationships

This week on our LinkedIn Live we talked to Axis Geffen, a private investigator. Axis > Read More

12
Feb
Myth-Busters: Everything Small Businesses Should Know About Funding

Mythbusting How to Get Funding It’s not always easy to start-up or continue to grow > Read More

23
Jan
Slay Your Impostor Syndome

SLAY YOUR IMPOSTER SYNDROME Showing up confident as a female business owner isn’t always easy > Read More

16
Jan
How to Form A High Performing Team for Your Business

What does it take to build a high preforming team? This past week, on our > Read More

04
Jan
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      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

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      • About Us
        • About Jackie Porter: CFP and Financial Advisor in Canada
        • FAQs
      • My 360° Process
        • Financial Priorities
        • Cash Flow Management
        • Risk Management
        • Tax Planning
        • Investment & Retirement Planning
        • Estate Planning
      • Who We Help
        • Lawyers
        • Single by Choice or Chance
        • Individuals and Business Owners
      • What’s Your Financial IQ?
      • Resources
        • Blog
        • Newsletter
        • Free Guides
      • Contact Us
        • Book an appointment
      • Financial Calculators
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