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“Tax Filer’s Remorse”

In our April 2019 Timely Tips we talk about ‘Tax Filer’s Remorse”. Watch this informative > Read More

10
Apr
Just a few tickets left – secure your seat now!

Jackie is excited to extend an invitation to this limited seating Stratford Play & Dinner > Read More

09
Apr
Is Your Coffee Habit Stealing Away Your Future?

On any given day, you might find Lisa lined up at the Starbucks counter getting > Read More

09
Apr
18 ways the federal budget will affect your wallet in 2019

A budget full of winners. Everyone from seniors to students to home buyers walk away > Read More

09
Apr
plan rrsp contributions
Plan RRSP Contributions now — and avoid next year’s RRSP scramble

Learn how to plan RRSP contributions early to avoid next year’s RRSP scramble. Listen to > Read More

01
Apr
Don’t miss this event – Wed. Mar. 27, 2019 in Mississauga, ON

Secure Your Seat at the Table: Your Career, Capital, and the Climb Up. A Breakfast > Read More

22
Mar
“Do you have the Tax Blues?”

In our March 2019 Timely Tips we talk about ‘Beating the tax blues”. With tax > Read More

15
Mar
jackie porter certified financial planner and financial advisor in toronto meet jackie
Advice for women starting a business

Advice for women starting a business Jackie was featured in an article in Morningstar Canada’s > Read More

13
Mar
jackie porter certified financial planner and financial advisor in toronto meet jackie
Top Five Takeaways from the World’s Most Expensive Divorce.

A must-read for the female reader… Read this > Read More

22
Feb
rrsps jackie porter certified financial planner and financial advisor in toronto meet jackie
“What you need to know about RRSPs”

I am pleased to introduce our first monthly ‘Timely Tips” where I discuss everything you > Read More

21
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
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