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

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

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

Embracing the Money Conversation

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

6 Estate Planning Essentials

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

Interview: The numbers tell the story. Ideas advice on saving, being intentional with your money.

Jackie interviewed on the Dr. Dionne Show about “The numbers tell the story”. Ideas advice > Read More

Jackie’s 11th Annual ‘Food for Thought’ Stratford play and dinner series.

This is the 11th year of our Annual Play and Dinner Series. This year’s chosen > Read More

Jackie was one of the speakers at the 2018 Qualified Financial Services, Women’s Forum

It was an honour to be asked to speak at the 2018 Qualified Financial Services, > Read More

Why financial literacy is crucial if you’re married, in a common-law relationship or contemplating divorce.

Jackie interviewed by Elizabeth Naumovski from her series ‘Finance is Personal’ Duration: video 26:46 minutes > Read More

Jackie was on the speaker panel at the Lean In Canada Conference. The topic was “Lean in to your financial future”. – March 2018

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