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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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How to Manage Back to School Season in 2021

It’s back-to-school season! The second back-to-school season during the pandemic involves making very important decisions > Read More

28
Aug
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How to Start a Small Business at Home

Some of today’s most prominent businesses were started at home, and many of today’s successful > Read More

27
Aug
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How to Become an Empowered Leader

Some women may prevent themselves from becoming successful leaders by not acknowledging their superpowers and > Read More

21
Aug
how to save money after COVID
How to Tame Your Spending Dragon Post COVID

Are you clueless about how to save money after COVID? Due to the unavailability of > Read More

14
Aug
What does financial planning look like at different life stages?

Listen to this Podcast What does financial planning look like at different life stages? Introduction > Read More

03
Aug
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5 Factors to Consider When Moving Out After Divorce

Going through a divorce has many implications, one of them is deciding to move out > Read More

31
Jul
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Service-Based Businesses Post-Lockdown

Do you own a hair salon, gym, or other service-based business? Service-based businesses have been > Read More

24
Jul
financial planner vs advisor
Financial Planner vs. Advisor

FINANCIAL PLANNER VS. FINANCIAL ADVISOR: IS THERE A DIFFERENCE? A good plan is the first > Read More

20
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
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