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

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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