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retirement during covid
Retirement During COVID: Insights and Tips from Instagram Live with Jackie Porter

COVID has disrupted the social and financial plans that many people were looking forward to > Read More

26
Jul
july finance tips
July Timely Tips

Keep reading to learn about the July finance tips! In July finance tips, we are > Read More

25
Jul
covid small business loan phase 2
Small Businesses and Phase 2 of COVID

The COVID shutdown heavily impacted the economy, especially small local businesses.  This week on our > Read More

19
Jul
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Insights and Tips from Instagram Live with Jackie Porter: Vacations during COVID

It’s the hot summer season and there is one thing on everyone’s minds: VACATION. Sadly, > Read More

12
Jul
COVID income assistance guide: Dealing with sudden income loss
COVID Income Assistance Guide: How to Deal with Sudden Income Loss

Listen to this Podcast COVID income assistance guide: How to deal with sudden income loss > Read More

01
Jul
tips and insights from working moms and COVID live chat
Working Moms During COVID

COVID brought a huge change to the work-life balance that was already hard to maintain. > Read More

01
Jul
june finance news
June Timely Tips

In this month’s timely tips, I highlight how to save for the upcoming recession and > Read More

29
Jun
Why industry can’t pay lip service to diversity anymore

The police killing of George Floyd has sparked global protests and huge support for the > Read More

22
Jun
Second Career Advice: Tips and Insights from Career Advisors
Second Career Advice: Tips and Insights from Career Advisors

The average advisor enters the business at age 40. Tamar Satov talks to five second > Read More

10
Jun
introducing jackie porter cfp in Mississauga
Introducing Askjackie.ca | Jackie Porter, CFP in Mississauga

A short introduction to Jackie Porter (Certified Financial Planner) CFP in Mississauga, Ontario who serves > Read More

02
Jun
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      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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      • 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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