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jackie porter certified financial planner and financial advisor in toronto meet jackie
2018 Stratford Festival “Food for Thought” Dinner Series was a great success.
See you next year!

This year’s “Food for Thought” Dinner Series as so much fun. The play “An Ideal > Read More

05
Oct
save for retirement rrsp jackie porter certified financial planner and financial advisor in toronto meet jackie
How to Save for Retirement: “Retirement Tax

Listen to this Podcast Are you paying your “retirement tax”? As a Canadian consumer, you > Read More

28
Sep
jackie porter certified financial planner and financial advisor in toronto meet jackie
Interview: Divorce and your finances. Ways to protect yourself from a costly divorce.

Jackie is interviewed with Bev Lewis of Positive Solutions. Divorce and your finances. Important ways > Read More

10
Sep
jackie porter certified financial planner and financial advisor in toronto meet jackie
Worried your funds won’t last until your 100th birthday?

With people living longer than ever before, retirement planning has to change. Read this Globe > Read More

06
Sep
jackie porter certified financial planner and financial advisor in toronto meet jackie
Jackie will be on the speaker panel at the Powerful Women Today Conference on Oct. 30th in Ajax, ON.
Check your calendar and book your seat today.

I’m honored to be on the speaker panel at the Powerful Women Today Fall Conference. > Read More

27
Aug
jackie porter certified financial planner and financial advisor in toronto meet jackie
Back to Basics; Financial Literacy with Jackie Porter

Talking about finances can be stressful, especially if you’re not even sure where to start. > Read More

26
Aug
jackie porter certified financial planner and financial advisor in toronto meet jackie
Taking Responsibility for the Future: Are You Ready?

“Lawyer Norm Keith is 58 and laughs hard when asked about his readiness for retirement.” > Read More

23
Aug
jackie porter certified financial planner and financial advisor in toronto meet jackie
The Essential Check List for an Effective Estate Plan

Your estate plan is put in place to implement your wishes regarding yourself and your > Read More

23
Aug
jackie porter certified financial planner and financial advisor in toronto meet jackie
Embracing the Money Conversation

We live in a culture where few subjects are off the table. We talk about > Read More

23
Aug
jackie porter certified financial planner and financial advisor in toronto meet jackie
6 Estate Planning Essentials

Listen to this Podcast 6 Estate Planning Essentials A recent poll by Angus Reid Institute > Read More

21
Aug
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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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