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Budgeting for Home Renovations

This week Jackie is joined by Diane Ing, an NCIDQ qualified interior designer with many > Read More

24
Jul
Mental Health and Finances

We’re back for another fun yet enlightening session on how to preserve our mental health > Read More

16
Jul
Planning a Vacation Post Covid 

We are back again this week with “Live at 5” with the Financial Confidante for > Read More

02
Jul
Dealing with spending pressures

Summer is officially here and it’s time to mingle and socialize and many of us > Read More

26
Jun
Behind the Scenes – Working with Lawyers on a Financial Plan

Did you know that even after surviving a pandemic and all the stressors that came > Read More

19
Jun
Positive Experience with Financial Planning – A conversation with Erin Leslie

You might be considering getting yourself a financial planner to help you with your money. > Read More

29
May
What Are the Process of Putting Together a Financial Plan? – A conversation between Jackie and Jin

In this week’s live, we welcomed Jin Lee, Team Jackie Porter’s in-house financial planning and > Read More

22
May
Creating Financial Transformations

For so many people finances are a major Source of Stress… There is a lot > Read More

15
May
Building A Brand Effectively in Second Quarter – A Conversation with Cassie Drake

Cassie Drake NLP business coach, who is an ex-architect turned entrepreneur & designer of dream lifestyles, > Read More

01
May
How to boost your business mojo – A conversation with Valeri Hall Little

Running a business is not easy. You often must be prepared to make many attempts to > Read More

24
Apr
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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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