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jackie porter certified financial planner and financial advisor in toronto meet jackie
Interview with Cherene Francis on “Single women can build a million-dollar net worth from scratch”.

> Read More

11
Apr
jackie porter certified financial planner and financial advisor in toronto meet jackie
Jackie shares with Natalie Colalillo of Happy Healthy Women on “Why it’s so essential for women to be in control and in the know of their finances!”

Duration: 3:53 minutes > Read More

11
Mar
jackie porter certified financial planner and financial advisor in toronto meet jackie
Jackie interviewed on Hugh Reilly’s Liquid Lunch on her book, “Single by Choice or Chance”

video duration 22:27 minutes > Read More

11
Jan
jackie porter certified financial planner and financial advisor in toronto meet jackie
2016 Summer & Fall Newsletter

Financial Talks with Jackie Porter Welcome to our Summer/Fall Newsletter 2016 Buy when everyone else > Read More

06
Aug
retirement savings retirement saving tips jackie porter certified financial planner and financial advisor in toronto meet jackie
Retirement Savings for Late Starters

Harry and Sally both earned high incomes and liked to live the good life. They > Read More

28
Jul
jackie porter certified financial planner and financial advisor in toronto meet jackie
Business Risk Planning

Imagine the following scenario for a moment. You and your partner have opened a business, > Read More

26
Jul
jackie porter certified financial planner and financial advisor in toronto meet jackie
The Advice Dilemma

A constant dilemma for Advisors working with clients to help them realize their goals and > Read More

26
Jul
jackie porter certified financial planner and financial advisor in toronto meet jackie
Retirement Options for the Business Owner

A Word on investment Options What are your return expectations? What is your time horizon? > Read More

07
Jul
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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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