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Estate Planning for Business Owners

Jackie and Jin are back discussing the theme of the “last dance” and reflecting on > Read More

11
Jun
Managing growth for business owners

Jackie is back for the final live session. This month, we have been focusing on > Read More

28
May
Are you a lawyer with questions on how to grow your investments? 

This week, Jackie is back with Trevor from Lawyers financial where they talk about how > Read More

21
May
Cultivating a growth mindset around money

Welcome back to the Team Jackie Porter live at 5 every Wednesday! If you have > Read More

14
May
Why financial growth can be deceptive

This week, Jackie is back with Jin to discuss why financial growth can sometimes be > Read More

07
May
Home and Financial Document Organization

This week, Jackie was joined by Effy Terry – A Trained Professional Organizer, Certified KonMari > Read More

22
Apr
Business owners, it’s time to start spring cleaning.

This week Jackie is back with Melissa Houston to discuss spring cleaning finances for business > Read More

16
Apr
Spring Cleaning Your Finances 

Welcome to the month of April live community! This week Jackie and Jin are back > Read More

08
Apr
Unique financial challenges female lawyers face

Jackie is back this week solo to discuss unique financial challenges female lawyers face in > Read More

26
Mar
Taking Action: A Woman’s Perspective on Deciding To Tackle Her Finances

This week’s live session is one for the books! Jackie is back on with Jody, > Read More

19
Mar
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Get Advice from Jackie Porter




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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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