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When should you take your CPP? At 60? At 70? It depends.

Here is a new take on this question by financial planner Ed Rempel. He says > Read More

21
Feb
jackie porter certified financial planner and financial advisor in toronto meet jackie
Podcast: How to be Financially Resilient.

Expect uncertainty; expect disruption and build a fortress around your finances so you can be > Read More

20
Feb
jackie porter certified financial planner and financial advisor in toronto meet jackie
Celebrate International Women’s Day with me on March 4th in Brampton.

I’m honoured to be speaking alongside several other amazing women. This half day event runs > Read More

20
Feb
jackie porter certified financial planner and financial advisor in toronto meet jackie
Are you getting a divorce or are already divorced and you’re over 50?

This can affect your retirement pension and other assets & liabilities you haven’t thought of. > Read More

20
Feb
jackie porter certified financial planner and financial advisor in toronto meet jackie
5 Awesome Budgeting Apps For 2019 And Beyond

Do you use a tool for your budgeting? Many of them are apps now and > Read More

11
Jan
jackie porter certified financial planner and financial advisor in toronto meet jackie
What wise investors know

Listen to this Podcast What wise investors know Whether you are brand new to investing > Read More

03
Jan
jackie porter certified financial planner and financial advisor in toronto meet jackie
Are you curious about how your net worth compares to the average Canadian?

Check out this easy-to-use tool to find your net worth. https://www.getsmarteraboutmoney.ca/calculators/net-worth-calculator/ If you’re unhappy with > Read More

10
Dec
jackie porter certified financial planner and financial advisor in toronto meet jackie
How to spot an investment scam

Listen to this Podcast How to spot an investment scam It’s quite easy to spot > Read More

07
Dec
jackie porter certified financial planner and financial advisor in toronto meet jackie
Did you know the TFSA limit is going up to $6,000 per year?

Are you currently taking advantage of the TFSA limit… or wonder if you should be? > Read More

27
Nov
jackie porter certified financial planner and financial advisor in toronto meet jackie
I’m honoured to receive Carte’s Brand & Marketing Award this year at our 2018 annual conference.

Post from Kirk Purai, President of Carte Financial: Congratulations to our Brand & Marketing Award > Read More

12
Nov
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    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

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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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