Email
askjackie@cartewm.com

Mobile
(905) 238-3535 x 234


Monday to Friday
9:00 a.m. to 5:00 p.m.
Weekends & Statutory Holidays Closed


Contact Jackie’s Team




    How does Jackie add value to your finances?

    In her role as a Certified Financial Planner, she helps busy professionals make informed decisions by helping them to see their financial circumstances clearly. This is accomplished by working with her client's “team of advisors” to create a ‘360 Degree’ snapshot of their current and future financial circumstances. In addition, Jackie specializes in helping professionals who are experiencing a life change by receiving a settlement or severance package.

    Cash Flow
    Management

    Estate
    Planning

    Financial
    Priorities

    Investment
    Planning

    Risk
    Management

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    Tax
    Planning