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divorce journey
How to Financially Start Your Divorce Journey

Many individuals going through a divorce are overwhelmed and unaware of how to start their > Read More

20
Nov
divorce planning
Divorce Planning in the Pandemic

The pandemic hasn’t created many additional challenges but has amplified the difficulties couples have been > Read More

13
Nov
financial trauma
How to Deal With Financial Trauma

Money can equate to security status and power. Money can also make you feel more > Read More

30
Oct
small business owners lessons
Lessons for Small Business Owners in 2021

Small businesses have gone through various challenges in the past year which have become learning > Read More

21
Oct
small business resources for startups
Small Business Resources for Start-ups

Are you looking for small business resources for startups? Running a small business is difficult > Read More

16
Oct
top 6 real estate trends and strategies
Top 6 Real Estate Trends and Strategies

Real estate is one of the most sought investing areas as many people want to > Read More

02
Oct
mid-year tax check-up
The Importance of A Mid-Year Tax Check-Up With Your Accountant

Do you feel rushed and confused during tax season? This week on our Instagram Live, > Read More

23
Sep
business finance tips
Top 8 Business Finance Tips for Business Owners

Do you know how to keep up with your business finances as a business owner? > Read More

18
Sep
pricing strategy for small businesses team jackie porter cfp financial advisor certified financial planner
Pricing Strategy: How to Charge and Manage Your Clients

Are you a business owner who doesn’t know how to make financial decisions for their > Read More

11
Sep
Everyone should have multiple income sources

Listen to this Podcast Everyone should have multiple income sources Introduction: These days, with lifestyle > Read More

01
Sep
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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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