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Creating Financial Transformations

For so many people finances are a major Source of Stress… There is a lot > Read More

15
May
Building A Brand Effectively in Second Quarter – A Conversation with Cassie Drake

Cassie Drake NLP business coach, who is an ex-architect turned entrepreneur & designer of dream lifestyles, > Read More

01
May
How to boost your business mojo – A conversation with Valeri Hall Little

Running a business is not easy. You often must be prepared to make many attempts to > Read More

24
Apr
How to make a financial fresh start second quarter? 5 principles from Jackie Porter

We are approaching the spring season. When things are becoming greener, your finances should be > Read More

17
Apr
The #1 Challenge that Leaders Face, from the Founder of Green Apple Consulting – Lisa Mitchell

How lonely can it be being at the top? Have you ever wished to have > Read More

03
Apr
What is entrepreneur resilience? A conversation with Karen Dean

Many people aspire to become an entrepreneur and imagine the financial and time freedom it > Read More

27
Mar
Barriers that Women Face to Access Healthcare – A conversation with Sara Byrnell

Hey Live community its Women’s Month! To honor Women’s History Month, we have Sara Byrnell, > Read More

20
Mar
Six Action Steps You Can Take To Build Your Financial Confidence

March is the month of women, money, and confidence. According to our survey last year, > Read More

13
Mar
How do we build lasting relationships and what leads to the honeymoon being over? A conversation with Gary Direnfeld

It is challenging to make love last. The number of people getting a divorce has > Read More

11
Mar
Re-visiting the Wedding Ritual in 2022

This week on our Live we hosted Karina Lemke, owner Karina Lemke wedding and events > Read More

27
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
      • Financial Calculators
      • Client Login
      • Client Login