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
What behaviours undermine your ability to build wealth

Welcome to our Wednesday live session, Confidante community! Today, we’re diving into the energizing topic > Read More

23
Jul
How Do You Loose Wealth

In this episode of Live at Five with the Financial Confidante, Jackie is joined by > Read More

16
Jul
What Does Wealth Building Mean to Our Clients?

Jackie and Jin are back for another Ask Us Anything Live Session, the focus is > Read More

09
Jul
Estate Planning: What You Can Learn From the Mistakes of Celebrities

Jackie is back this week to discuss estate planning as she enjoys some music from > Read More

25
Jun
Estate Planning For Lawyers

Jackie is back this week for another insightful live session with Marlene Doss of Aion > Read More

18
Jun
Estate Planning for Business Owners

Jackie and Jin are back discussing the theme of the “last dance” and reflecting on > Read More

11
Jun
Managing growth for business owners

Jackie is back for the final live session. This month, we have been focusing on > Read More

28
May
Are you a lawyer with questions on how to grow your investments? 

This week, Jackie is back with Trevor from Lawyers financial where they talk about how > Read More

21
May
Cultivating a growth mindset around money

Welcome back to the Team Jackie Porter live at 5 every Wednesday! If you have > Read More

14
May
Why financial growth can be deceptive

This week, Jackie is back with Jin to discuss why financial growth can sometimes be > Read More

07
May
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • …
  • 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