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Team Management during COVID: Effective Tips and Insights

Read our short but insightful article to learn about how to effectively handle team management > Read More

20
Sep
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The Great COVID School Impact: How are Schools Changing in 2020?

Read to learn our insights & tips on how schooling during COVID is different and > Read More

13
Sep
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Gifting Assets to Adult Children After Divorce

It’s true what they say, there are two things you can’t avoid in life: death > Read More

01
Sep
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How to Help Kids Financially Without Hurting Your Bottom Line

how to help kids financially Listen to this Podcast: How to Help Kids Financially Without > Read More

01
Sep
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Grants, Funds and Online Education: Student Funding during COVID

Geting a student loan or scholarship has always been challenging for students.   Paying for > Read More

30
Aug
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Financial News of the Month: August Timely Tips

In this month’s timely tips, we share very important financial news to address some of > Read More

27
Aug
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Job Loss & Employment During COVID

  There have been significant changes in employment during COVID. Businesses with physical stores mandatorily > Read More

23
Aug
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Mental Health and COVID: Breaking Down Stigmas, Mindfulness and Available Resources

One of the biggest but least discussed challenges of COVID is mental health. The pandemic > Read More

16
Aug
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Good News About Critical Illness and Life Insurance

Read to find out god news about life and critical illness insurance! Listen to this > Read More

04
Aug
dine in restaurants covid
Dine in Restaurants and Phase 3 of COVID: Patios, Pancakes & Rum Punch!

Dine-in restaurants have been one of the businesses that have felt the financial impact of > Read More

02
Aug
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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?
      • Resources
        • Blog
        • Newsletter
        • Free Guides
      • Contact Us
        • Book an appointment
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