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Divorce is more than financially devastating, it can also ruin your mental health..

Read this article to learn more. > Read More

12
Jul
How women can plan for a longer retirement

Listen to this Podcast How women can plan for a longer retirement Canadian senior women > Read More

03
Jul
“The importance of having a Will & POA”

Click here to watch the video. Duration: 20:25 minutes > Read More

04
Jun
How a financial advisor helps you invest

Listen to this Podcast How a financial advisor helps you invest When it comes to > Read More

31
May
It’s not too early, or too late, to build your million-dollar nest egg.

While experts recommend saving $1 million by the time you retire, typically around age 67, > Read More

15
May
Embracing the Money Conversation

The truth is… if there is one subject matter, we could do with talking about > Read More

07
May
“The Money Conversation & Budgeting”

In our May 2019 Timely Tips we talk about the benefits of budgeting. Watch this > Read More

07
May
The costs — and rewards — of motherhood

Listen to this Podcast The costs — and rewards — of motherhood We all — > Read More

01
May
How spring cleaning your portfolio can do more harm than good

Click here to read the full article > Read More

30
Apr
Are you curious on how the market is doing?
Here are the Market Returns from March 29, 2019.

Are you curious on how the market is doing? Concerned about your retirement? Are you > Read More

11
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.
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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
      • Financial Calculators
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