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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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How to Find Investors for Women Owned Startups

Are you a woman small-business owner who doesn’t know where to begin with finding funding > Read More

15
May
Top Work Benefits for Executives
May 10, 2021

What are the top work benefits executives get in corporations? Here is our list: Healthcare > Read More

You Can Have It All! Invest Responsibly and Profitably

Listen to this Podcast Do you know about Responsible Investing? Let me tell you about > Read More

04
May
financial stress jackie porter cfp
How to Reduce Financial Stress

Managing money is something most of us will need to do, even if we don’t > Read More

01
May
Gender Differences in Approaching Financial Management

Men and women have different ways of approaching financial management which can cause some challenges > Read More

24
Apr
investing tips for women
Investing Tips For Empowering Women’s Confidence

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

17
Apr
tax filing strategies for the 2020 tax season jackie porter cfp certified financial planner
Tax Filing Tips for the 2020 Tax Season

Being on top of your taxes is an important step to understand and start building > Read More

03
Apr
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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 Us
        • About Jackie Porter: CFP and Financial Advisor in Canada
        • FAQs
      • 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
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