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aging parent finance
Taking the Reins of Your Aging Parents Finances: What You Need to Know

You are beginning to realize it may be time to take over. Perhaps you have > Read More

06
Nov
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How to Advance Your Business with Technology

Do you want to advance your business to ensure it survives during fluctuating times? Read > Read More

02
Nov
minority women during covid
Minority Women During COVID: Building Resilience

Read our blog post to discover the challenges of minority women and the initial steps > Read More

31
Oct
jackie porter cfp financial advisor movember newsletter
Movember Newsletter and Timely Tips: Men’s Challenges during COVID

Welcome to our Movember Newsletter! Keep reading to learn about men’s challenges during COVID. Although > Read More

31
Oct
Second Wave Grants for Small Businesses
Second Wave Grants for Small Businesses and Management Tips

Read our blog post to discover our tips on how to bounce back from business > Read More

24
Oct
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Gender Gap During COVID

Are you affected by the worsening gender gap during COVID? Read what has contributed to > Read More

18
Oct
finances after divorce
I’m Recently Divorced, Now What?

How to manage finances after a divorce? Now that the ink has finally dried on > Read More

12
Oct
How to Create a Successful Side Hustle during COVID
How to Create a Successful Side Hustle during COVID

Are you considering adopting a side hustle during COVID? Read our article on how our > Read More

10
Oct
september financial news
Financial News of the Month: September Timely Tips

Read to find the latest financial news of September! September was significant for many reasons: > Read More

01
Oct
home ownership jackie porter financial planner
How COVID is influencing home ownership

Do you know how COVID is impacting home ownership? Read our article to learn how > Read More

01
Oct
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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

      Copyright 2021 © Jackie Porter - Certified Financial Planner, Writer, and Speaker | XML sitemap | HTML sitemap
      • 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

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