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Should you really do nothing amid market volatility? It depends on whether you’re 27 or 63

As the trade war between the world’s largest economies rages on, your savings are likely > Read More

15
Oct
How should you and your partner split shared expenses?

Discussing how to split shared expenses like rent with your significant other can be a > Read More

10
Oct
Financial action plan for newlyweds

John and Jane had spent many months planning for their special day. They had also > Read More

08
Oct
Clarifying ‘book value’. How to decode your investment returns

There is a lot of confusion around book value and net-invested amount. Here is a > Read More

08
Oct
Majority of Canadians living paycheque to paycheque

Affordability and financial stability have become a major issue in Canada. Canadians are feeling financially > Read More

08
Oct
New Studies Show More Women Making Economic Gains

A number of new studies about women’s roles in the workplace and relationships to money > Read More

08
Oct
withdraw rrsp contributions
How to Withdraw RRSP Contributions When You Retire

Listen to this Podcast What happens to your RRSP when you retire? Many Canadians spend > Read More

01
Oct
12th Annual Stratford Festival Dinner Series

This was our 12th Annual Stratford “Food for Thought” Dinner Series. The play “The Front > Read More

26
Sep
Powerful Tax Benefits associated with setting up your very own Individual Pension Plan

Statistics say the average millionaire saves at least 20% of what they earn. Are you > Read More

25
Sep
Slay Your Bag Lady Fears!

Are you a woman who worries you will have to eat cat food in retirement? > Read More

24
Sep
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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.
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      **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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