News Blog

Our Client’s Journey to Building Financial Confidence

On today's LinkedIn live, Jackie is joined by our superstar retired couple/clients Al and Mary to discuss how she has…

1 year ago

How Working with an Advisor can Improve your Confidence

Jackie is back this time with great music and big energy as she is joined by her partner in crime…

1 year ago

A letter from the CEO’s desk

Team Jackie Porter... You know what? growth can be painful. I was reflecting on the growth we experienced since the…

1 year ago

Getting Psychologically Ready for Retirement

Hello confidante community! this week, Jackie is joined by Marilyn Hintsa, a retirement readiness coach. Marilyn is a certified leadership…

2 years ago

Retirement Planning for Business Owners

This week we bring you a very informative session with Jeremy on retirement and exit strategies for business owners. In…

2 years ago

Top Issues Clients Face with Retirement

Hello confidante community! We are back with another Ask TJP series and this time our in-house Certified Financial Planner Jin…

2 years ago

What Risk Means for your Investment Portfolio

Hello confidante community! Thanks for checking out the Live@5 summary as we wrap up the investments theme for September. The…

2 years ago

Finding Investment Opportunities in the Market

This week, Jackie is joined by Jonathan Popper who is a senior portfolio manager from Manulife. He joined her on…

2 years ago

Behind The Scenes On Helping Our Clients Choose Investments

Hello confidante community! We are back with another Ask TJP series and this time our in-house Certified Financial Planner Jin…

2 years ago

How to Deal with Debts Amidst Rising Costs

Live community it's Wednesday with the financial confidante Jackie Porter. We have been financing debt in single digit rates for…

2 years ago