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help kids financially without hurting yourself
How to Help Kids Financially Without Hurting Your Bottom Line

how to help kids financially Listen to this Podcast: How to Help Kids Financially Without > Read More

01
Sep
student loan
Grants, Funds and Online Education: Student Funding during COVID

Geting a student loan or scholarship has always been challenging for students.   Paying for > Read More

30
Aug
financial news august
Financial News of the Month: August Timely Tips

In this month’s timely tips, we share very important financial news to address some of > Read More

27
Aug
employment during covid title
Job Loss & Employment During COVID

  There have been significant changes in employment during COVID. Businesses with physical stores mandatorily > Read More

23
Aug
covid mental health
Mental Health and COVID: Breaking Down Stigmas, Mindfulness and Available Resources

One of the biggest but least discussed challenges of COVID is mental health. The pandemic > Read More

16
Aug
life insurance
Good News About Critical Illness and Life Insurance

Read to find out god news about life and critical illness insurance! Listen to this > Read More

04
Aug
dine in restaurants covid
Dine in Restaurants and Phase 3 of COVID: Patios, Pancakes & Rum Punch!

Dine-in restaurants have been one of the businesses that have felt the financial impact of > Read More

02
Aug
retirement during covid
Retirement During COVID: Insights and Tips from Instagram Live with Jackie Porter

COVID has disrupted the social and financial plans that many people were looking forward to > Read More

26
Jul
july finance tips
July Timely Tips

Keep reading to learn about the July finance tips! In July finance tips, we are > Read More

25
Jul
covid small business loan phase 2
Small Businesses and Phase 2 of COVID

The COVID shutdown heavily impacted the economy, especially small local businesses.  This week on our > Read More

19
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 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?
      • News & Blog
        • Blog
        • Newsletter
      • Contact Us
      • Financial Calculators
      • Client Login
      • Client Login