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Parenting and Back to School 

On this week’s live at 5 with the financial confidante, Jackie is joined by Louise > Read More

21
Aug
Dealing with the high cost of living  

On this week’s Wednesday live session, Jackie is joined by Jessica Marie who is a > Read More

14
Aug
Ask Team Jackie Porter Series – Financial Planning with Jin Lee

Jackie is joined by her right-hand teammate/office husband this week to give you guys a > Read More

07
Aug
Budgeting for Home Renovations

This week Jackie is joined by Diane Ing, an NCIDQ qualified interior designer with many > Read More

24
Jul
Mental Health and Finances

We’re back for another fun yet enlightening session on how to preserve our mental health > Read More

16
Jul
Planning a Vacation Post Covid 

We are back again this week with “Live at 5” with the Financial Confidante for > Read More

02
Jul
Dealing with spending pressures

Summer is officially here and it’s time to mingle and socialize and many of us > Read More

26
Jun
Behind the Scenes – Working with Lawyers on a Financial Plan

Did you know that even after surviving a pandemic and all the stressors that came > Read More

19
Jun
Positive Experience with Financial Planning – A conversation with Erin Leslie

You might be considering getting yourself a financial planner to help you with your money. > Read More

29
May
What Are the Process of Putting Together a Financial Plan? – A conversation between Jackie and Jin

In this week’s live, we welcomed Jin Lee, Team Jackie Porter’s in-house financial planning and > Read More

22
May
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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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