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Creating a Financial Vision Board for 2023

Hello confidante community! We hope you are all having a good year so far.. This > Read More

15
Jan
5 Tips to set yourself up For Financial Success in 2023

1)Protect your mindset Your mental outlook determines your financial outlook net worth tends to grow > Read More

05
Jan
Year-end Donation strategies  

We all made it to the end of 2022! If you are reading this, welcome > Read More

24
Dec
Year-end tax planning  

Jackie is joined by Lianne on this episode of live at 5 to discuss tax > Read More

18
Dec
Getting clients organized for 2023  
December 10, 2022

With only a couple more weeks before the end of the year, our topic is > Read More

Combating Quiet Spending

Tis the season confidante community! Jackie starts off this week’s solo live with bubbly Christmas > Read More

27
Nov
Our Client’s Journey to Building Financial Confidence

On today’s LinkedIn live, Jackie is joined by our superstar retired couple/clients Al and Mary > Read More

20
Nov
How Working with an Advisor can Improve your Confidence

Jackie is back this time with great music and big energy as she is joined > Read More

13
Nov
A letter from the CEO’s desk

Team Jackie Porter… You know what? growth can be painful. I was reflecting on the > Read More

01
Nov
Getting Psychologically Ready for Retirement

Hello confidante community! this week, Jackie is joined by Marilyn Hintsa, a retirement readiness coach. > Read More

30
Oct
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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
      • 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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