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Good Estate Planning Keeps Your Family Safe

Listen to this Podcast Good Estate Planning Keeps Your Family Safe You want to fully > Read More

01
Apr
financial challenges of covid jackie porter cfp certified financial planner
Financial Challenges of The Pandemic: A Yearly Review

We all have faced financial challenges during COVID, but do we know how common our > Read More

20
Mar
womens day 2021 #choosetochallenge jackie porter certified financial planner and financial advisor in toronto meet jackie
Women’s Day 2021: #Choosetochallenge Your Financial Mindset

Happy Women’s Day 2021! The theme for this year’s women’s day is #choosetochallenge, so our > Read More

13
Mar
international womens day financial costs of being a woman
Celebrating Women’s Day: The Financial Costs of Being a Woman  

Happy International Women’s Day! International Women’s Day provides women everywhere the chance to reflect on > Read More

04
Mar
Avoid These 10 Common Tax Mistakes

Listen to this Podcast Avoid These 10 Common Tax Mistakes Filing your income taxes can > Read More

01
Mar
How to Handle Money Issues in Relationships: FAQ
How to Handle Money Issues in Relationships: FAQ

Do you not know how to handle money issues in relationships? From choosing where to > Read More

27
Feb
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Initiatives to Conquer Financial Racism

People of colour face more barriers to accessing financial resources than non-racialized groups. As one > Read More

20
Feb
Are You Financially Undateable? Talking About Finances With A New Partner
February 13, 2021

This Valentine’s day Team Jackie Porter is about making love last. No one wants to > Read More

retirement planning jackie porter certified financial planner and financial advisor in toronto meet jackie
Retirement Planning: 5 Points On How To Earn Your Financial Freedom after retirement

Are you behind retirement planning and want to gain financial freedom after retirement? Keep reading > Read More

08
Feb
rrsp jackie porter certified financial planner and financial advisor in toronto meet jackie
Six ways to power up your RRSP throughout your career

Do you know how you can power up your RRSP throughout your career to have > Read More

01
Feb
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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.
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      **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
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        • Newsletter
        • Free Guides
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