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Living your best life: Striking the balance between enjoying life now or enjoying it later

Life is a journey filled with twists, turns, and surprises. In the quest for success > Read More

17
Sep
Living Your Best Life: Client Testimonials and Insights

Welcome to the month of September community!  Our first live session this month is hosted > Read More

10
Sep
Unpacking FOMO: Understanding biases, emotions and financial attitudes

This week, Jackie is back to dive deep into the psychological roots of FOMO with > Read More

20
Aug
How to overcome FOMO to not overspend this summer 

This week, Jackie delves into the world of summer FOMO, offering practical tips to help > Read More

13
Aug
How to Overcome FOMO on Investments

Welcome confidante community to another live session hosted by Jackie Porter, and her co-pilot, Jin. > Read More

06
Aug
What behaviours undermine your ability to build wealth

Welcome to our Wednesday live session, Confidante community! Today, we’re diving into the energizing topic > Read More

23
Jul
How Do You Loose Wealth

In this episode of Live at Five with the Financial Confidante, Jackie is joined by > Read More

16
Jul
What Does Wealth Building Mean to Our Clients?

Jackie and Jin are back for another Ask Us Anything Live Session, the focus is > Read More

09
Jul
Estate Planning: What You Can Learn From the Mistakes of Celebrities

Jackie is back this week to discuss estate planning as she enjoys some music from > Read More

25
Jun
Estate Planning For Lawyers

Jackie is back this week for another insightful live session with Marlene Doss of Aion > Read More

18
Jun
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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
      • Client Login
      • Client Login

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