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Manage your money and create a budget.

Take Control of Your Financial Future. Download Credit Canada’s Money Management & Budgeting Guide > Read More

16
Sep
Is your house your retirement plan?

City dwellers could be tempted to treat their house as a retirement plan. But what > Read More

16
Sep
7 signs your kids are actually learning about money

While kids are hardly ever too young to start learning about money, there are some > Read More

16
Sep
How humble beginnings shaped leading advisor

From the depths of grief and very humble beginnings, Jackie Porter, a senior financial advisor > Read More

22
Aug
City dwellers could be tempted to treat their house as a retirement plan. But what happens if they don’t want to move when they’re old?

A survey of young professionals by the Toronto Region Board of Trade in 2017 showed > Read More

22
Aug
Burnout and the Legal Profession
How to minimize the impact on your finances

Tristen is a legal professional working in a busy personal injury practice. After articling for > Read More

15
Aug
Women whose spouses control the finances may be putting themselves, their families at risk.

Do you as a woman control family finances and investments or does your husband? Do > Read More

07
Aug
Any advice for a person who is suddenly single?

Read this article to learn more. > Read More

06
Aug
How’s your cash flow? Easy ways to improve it

Listen to this Podcast How’s your cash flow? Easy ways to improve it Cash flow > Read More

31
Jul
“How Your Financial Health
Affects Your Mental Health”

Learn how your financial health can affect your mental health. Be intentional with your money. > Read More

12
Jul
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    ARE YOU A BUSY PROFESSIONAL LOOKING TO MANAGE YOUR FINANCES PRUDENTLY? LET ME HELP YOU ...

      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
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