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estate planning wills
Estate Planning: How to be Proactive Around Your Will

Even though thinking of your death may feel like the last thing you want to > Read More

17
Jul
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Women’s Health Initiatives in Canada

Despite accounting for 50% of the population, women’s health has been highly neglected for decades > Read More

10
Jul
How to win with higher investment risk

Listen to this Podcast How to win with higher investment risk If your money isn’t > Read More

02
Jul
Celebrating Pride 2021 and Identifying the Challenges of the LGBTQIA2S+ Community

Happy Pride 2021! Do you know how to celebrate Pride this year? Are you aware > Read More

26
Jun
Travel Restrictions between Provinces and Countries This Summer 2021
Travel Restrictions between Provinces and Countries This Summer 2021

Are you bursting with vacation fever after all these lockdowns? We discussed travel restrictions between > Read More

19
Jun
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How to Support Small Businesses during the Ontario Reopening Plan

Are you not sure of what the Ontario reopening plan might mean for you as > Read More

12
Jun
Treat Cash Flow Like Royalty

Listen to this Podcast Treat Cash Flow Like Royalty Make cash flow your personal monarch. > Read More

01
Jun
financial planning for lawyers
Financial Planning for Lawyers: Working with Lawyer’s Financial

Are you a lawyer who doesn’t know where to get started with their financial planning? > Read More

29
May
child care in ontario childcare costs the 2021 federal budget
2021 Federal Budget Programs to Help Childcare

Childcare costs are a significant part of being a parent, and the cost of child > Read More

22
May
Investing Tips For Empowering Women’s Confidence
May 19, 2021

Why aren’t women investing as much as men? Contrary to popular belief, there isn’t as > Read More

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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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