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Category Archives: Carte Blog

rrsp loans
RRSP Loans Are an Option!

RRSP LOANS ARE AN OPTION Do you want to get RRSP loans to contribute to > Read More

10
Feb
How to Make RRSP Contributions
How to Make RRSP Contributions

MAKING RRSP CONTRIBUTIONS Your RRSP contributions are tax-deductible. That means you can claim them as > Read More

10
Feb
diversification in investing wins
Diversification in Investing Wins

Do you know the importance of diversification in investing? Click to read how diversification can > Read More

06
Feb
spousal rrsp
Spousal RRSP

A spousal RRSP is an RRSP for the benefit of one spouse, but contributions are > Read More

06
Feb
Honesty is the best policy with your financial advisor

Listen to this Podcast Honesty is the best policy with your financial advisor Money is > Read More

29
Jan
spousal rrsp benefit
Could a Spousal RRSP Benefit You?

Listen to this Podcast Could a Spousal RRSP Benefit You? Most people are familiar with > Read More

02
Dec
withdraw rrsp contributions
How to Withdraw RRSP Contributions When You Retire

Listen to this Podcast What happens to your RRSP when you retire? Many Canadians spend > Read More

01
Oct
How’s your cash flow? Easy ways to improve it

Listen to this Podcast How’s your cash flow? Easy ways to improve it Cash flow > Read More

31
Jul
How women can plan for a longer retirement

Listen to this Podcast How women can plan for a longer retirement Canadian senior women > Read More

03
Jul
How a financial advisor helps you invest

Listen to this Podcast How a financial advisor helps you invest When it comes to > Read More

31
May
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    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

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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
      • Client Login
      • Client Login