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financial resilience
How to Maintain Emotional and Financial Resilience

  I share my personal message on how to become more resilient and maintain financial > Read More

23
Apr
covid strategy
COVID Strategy: Stay Calm and Safeguard Your Financial Plan

Listen to this Podcast COVID Strategy: Stay Calm and Safeguard Your Financial Plan As we’ve > Read More

21
Apr
finding your financial footing
Finding Your Financial Footing Amidst the Panic & Pandemic

Listen to the Journeying Podcast on: Finding Your Financial Footing Amidst the Panic & Pandemic > Read More

01
Apr
covid update
COVID Update (March 17, 2020)

By now, you are well aware of the healthcare crisis upon us. It arrived swiftly, > Read More

17
Mar
stock market plunges
Lessons from past market plunges & single biggest regret in reacting to them.

You learn a few things after witnessing multiple stock market crashes, a global financial crisis > Read More

17
Mar
retirement plans jackie porter certified financial planner and financial advisor in toronto meet jackie
Ideas to Keep Your Retirement Plans on Track to Enjoy the Benefits for Decades to Come

Ideas to Keep Your Retirement Plans on Track to Enjoy the Benefits for Decades to > Read More

02
Mar
tax mistakes to avoid
10 common tax mistakes to avoid

Here are the 10 common tax mistakes to avoid: Listen to this Podcast 10 common > Read More

02
Mar
rrsp contribution
RRSP CONTRIBUTION = TAX REFUND

Read to learn about how an RRSP contribution can equal to tax refunds. Contributing to > Read More

28
Feb
when to contribute to rrsp
When to Contribute to RRSP: Timing is Everything

when to contribute to rrsp TIMING IS EVERYTHING The sooner you start saving for retirement, > Read More

27
Feb
rrsp pros and cons
RRSP Pros and Cons For a Happy Retirement

RRSP pros and cons RRSP PROs and CONs Are you looking to build your wealth > Read More

25
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.
      *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
      • Financial Calculators
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