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budgeting apps and budgeting tips jackie porter certified financial planner and financial advisor in toronto meet jackie
Budgeting 101: Easy Steps to Budget and the Best Budgeting Apps

We’ve discussed budgeting in a few other articles and how it’s the first step to > Read More

30
Jan
life team financial independence jackie porter certified financial planner and financial advisor in toronto meet jackie
How to Create a Life Team to Gain Financial Independence & Reach Your Life Goals

Do you associate teams with sports or professional settings? Teams help us reach goals in > Read More

23
Jan
2021 TFSA Limit to Make Contributions
January 22, 2021

Are you curious about how much you can contribute to your TFSA this year? The > Read More

financial advisor financial expert certified financial planner jackie porter certified financial planner and financial advisor in toronto meet jackie
How to Find & Work With The Right Financial Expert

As a certified financial planner, I help my clients to understand their financial situation and > Read More

16
Jan
7 Steps to Budget, Set and Achieve Your Financial Resolutions in 2021
7 Steps to Budget, Set and Achieve Your Financial Resolutions in 2021

After leaving the longest year ever behind, it’s time to move forward and set our > Read More

09
Jan
Are you over insured?

Do you know you might be over-insured by insurance policies? Read our blog post to > Read More

04
Jan
january newsletter jackie porter certified financial planner and financial advisor in toronto meet jackie
January Newsletter: How to Start 2021 Strong

Welcome to 2021 and our January Newsletter! We want to ensure you start the year > Read More

01
Jan
How to Support a Charity During the Holidays
How to Support a Charity During the Holidays

Do you want to support a charity without facing financial challenges this holiday season? It’s > Read More

24
Dec
Top Strategies to Start 2021 Strong
Top Strategies to Start 2021 Strong

Do you want to leave 2020 behind and start the new year strong as a > Read More

19
Dec
post divorce holiday spending tips jackie porter certified financial planner and financial advisor in toronto meet jackie
Post-Divorce Holiday Spending Tips to Keep you in the Black

Did you recently separate from your partner and feel pressure to make this Christmas extra > Read More

15
Dec
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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
        • 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?
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