Skip to content
    • EMAIL
    • 365-656-3355 ext. 103
  • Financial Calculators
  • My Portfolio Login
    • EMAIL
    • 365-656-3355 ext. 103
Jackie PorterJackie Porter
  • 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
    • Individuals and Business Owners
  • What’s Your Financial IQ?
  • Resources
    • Blog
    • Newsletter
    • Free Guides
    • Single by Choice or Chance
  • Contact Us
    • Book an appointment
tax changes in 2020
Tax Changes Canadians Need to Know About for 2020

When you look at your household budget, the amounts you’re spending on mortgage/rent, transportation and > Read More

15
Jan
financial resolutions for 2020
Top Financial Resolutions for 2020

What gets in the way of keeping your financial resolutions & what you can do > Read More

15
Jan
how to control holiday spending
8 Tips to Help You Control Holiday Spending

Think you can’t get through the holidays without spending a fortune? Don’t know how you > Read More

16
Dec
year end tax tips for investors
Top 10 year-end tax tips for investors.

Do you need year-end tax tips for investors? Here are 10 year-end tax planning ideas > Read More

16
Dec
How to avoid the Christmas debt trap and prosperity intentions for 2020

Click here to watch the video. Duration: 17:38 minutes > Read More

16
Dec
spousal rrsp benefit
Could a Spousal RRSP Benefit You?

Listen to this Podcast Could a Spousal RRSP Benefit You? Most people are familiar with > Read More

02
Dec
credit card debt
10 Tips for Paying Off Credit Card Debt

Ready to pay off your credit card debt? Here are some practical ways you can > Read More

15
Nov
how to work with an accountant
Pulling Back the Curtains on How Business Owners Can Effectively Work with an Accountant

As a financial planner and business owner I know firsthand how important it is to > Read More

24
Oct
emotional investing
Emotional Investing Risks and How to Avoid Them

Are you aware of emotional investing risks? Many investors let their emotions guide their investment > Read More

21
Oct
why not to invest
So many reasons why not to invest. Let’s look at why you should invest.

Do you know why not to invest? Do you want to have a conversation about > Read More

21
Oct
  • 1
  • …
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • …
  • 35
Get Advice from Jackie Porter




    Tel 365-656-3355 ext. 103 | Email jody.euloth@askjackie.ca

    Reach out to us on our social media channels!

    Jackie's 360° process

    Cash Flow Management Risk Management Tax Planning Investment Planning Estate Planning Privacy Policy
    Home Financial Priorities Contact Us Dual Occupation Disclosure Financial Calculators Client Login

    ARE YOU A BUSY PROFESSIONAL LOOKING TO MANAGE YOUR FINANCES PRUDENTLY? LET ME HELP YOU ...

      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

      Copyright 2025 © Jackie Porter - Certified Financial Planner, Writer, and Speaker | XML sitemap | HTML sitemap
      • 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
      • Client Login
      • Client Login