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Retirement Planning for Business Owners

This week we bring you a very informative session with Jeremy on retirement and exit > Read More

23
Oct
Top Issues Clients Face with Retirement

Hello confidante community! We are back with another Ask TJP series and this time our > Read More

16
Oct
What Risk Means for your Investment Portfolio

Hello confidante community! Thanks for checking out the Live@5 summary as we wrap up the > Read More

02
Oct
Finding Investment Opportunities in the Market

This week, Jackie is joined by Jonathan Popper who is a senior portfolio manager from > Read More

25
Sep
Behind The Scenes On Helping Our Clients Choose Investments

Hello confidante community! We are back with another Ask TJP series and this time our > Read More

18
Sep
How to Deal with Debts Amidst Rising Costs

Live community it’s Wednesday with the financial confidante Jackie Porter. We have been financing debt > Read More

04
Sep
Buying and Selling Homes as Prices Fall

This week we bring you a very informative session with Megann Willson who is a > Read More

28
Aug
Parenting and Back to School 

On this week’s live at 5 with the financial confidante, Jackie is joined by Louise > Read More

21
Aug
Dealing with the high cost of living  

On this week’s Wednesday live session, Jackie is joined by Jessica Marie who is a > Read More

14
Aug
Ask Team Jackie Porter Series – Financial Planning with Jin Lee

Jackie is joined by her right-hand teammate/office husband this week to give you guys a > Read More

07
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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