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Tag Archives: blog post

minority women during covid
Minority Women During COVID: Building Resilience

Read our blog post to discover the challenges of minority women and the initial steps > Read More

31
Oct
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Movember Newsletter and Timely Tips: Men’s Challenges during COVID

Welcome to our Movember Newsletter! Keep reading to learn about men’s challenges during COVID. Although > Read More

31
Oct
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Gender Gap During COVID

Are you affected by the worsening gender gap during COVID? Read what has contributed to > Read More

18
Oct
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Financial Implications of Common Law Relationships

Have you chosen to forgo marriage and opted to live in a common-law relationship? Canadian > Read More

23
Sep
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Job Loss & Employment During COVID

  There have been significant changes in employment during COVID. Businesses with physical stores mandatorily > Read More

23
Aug
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Insights and Tips from Instagram Live with Jackie Porter: Vacations during COVID

It’s the hot summer season and there is one thing on everyone’s minds: VACATION. Sadly, > Read More

12
Jul
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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
      • Client Login
      • Client Login