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Home and Financial Document Organization

This week, Jackie was joined by Effy Terry – A Trained Professional Organizer, Certified KonMari > Read More

22
Apr
Business owners, it’s time to start spring cleaning.

This week Jackie is back with Melissa Houston to discuss spring cleaning finances for business > Read More

16
Apr
Spring Cleaning Your Finances 

Welcome to the month of April live community! This week Jackie and Jin are back > Read More

08
Apr
Unique financial challenges female lawyers face

Jackie is back this week solo to discuss unique financial challenges female lawyers face in > Read More

26
Mar
Taking Action: A Woman’s Perspective on Deciding To Tackle Her Finances

This week’s live session is one for the books! Jackie is back on with Jody, > Read More

19
Mar
Is there a gap in your income protection?

Most people recognize the need for home insurance, car insurance, and even life insurance however, many > Read More

13
Mar
Knowing the difference between Tax Filer and Tax Advisor

As a financial planning team, we know firsthand how important it is to have strong > Read More

13
Mar
Conquering Women’s Fears Around Finances

Happy women’s history month confidante community! Jackie and Jin are back with another live episode > Read More

11
Mar
Trends in Family Law

Jackie is back with Kavita Bhagat, Certified Family Law Specialist, to discuss trends in family > Read More

26
Feb
PART 2: Financial Conversations Couples Need To Have at Different Life Stages 

Jackie and Jin are back for part 2 of financial conversation couples need to have > Read More

19
Feb
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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
      • Financial Calculators
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