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Preparing for the Upcoming Recession 2020– What You Need to Know.

In February of this year, the word recession 2020 was googled over 75 million times > Read More

02
Jun
covid retirement expectations
The COVID Retirement: What to Expect and How to Prepare

Listen to this Podcast about How retiring during COVID can be different: How will COVID-19 > Read More

01
Jun
COVID Guidelines
How Social Distancing May Affect People Financially: COVID Guidelines

The coronavirus has spread rapidly around the world and has affected the health and financial > Read More

25
May
covid recession for businesses
How Automation Can Impact Your Survival of a COVID Recession for Businesses

Coronavirus will force companies to speed up their plans to replace jobs with automation and > Read More

25
May
last minute tax tips
Last Minute Tax Tips

Find our last minute tax tips: Good news for last minute tax filers! Due to > Read More

25
May
financial risks of grey divorce
Grey Divorce: What It is and It’s Top 7 Financial Risks

It has been many years since you have shared the same bed with your partner. > Read More

08
May
splitting your business assets on divorce
Splitting Your Business Assets in Divorce or Separation

No one ever plans to divorce. There are many challenges you face when separating from > Read More

07
May
tax time crib notes
Tax Time Crib Notes: Financial Tips and Insights

Read our short articles on tax time crib notes. Listen to this Podcast Tax Time Crib > Read More

01
May
covid job loss
3 in 10 Canadians couldn’t pay bills if they lost job due to coronavirus

COVID job loss has been one of the biggest realities of the pandemic. Thus, these > Read More

23
Apr
money arguments
5 Steps to Stop Having Money Arguments

Talking about money with your partner is never easy. Especially these days when there is > Read More

23
Apr
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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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