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

Tag Archives: tax season

mid-year tax check-up
The Importance of A Mid-Year Tax Check-Up With Your Accountant

Do you feel rushed and confused during tax season? This week on our Instagram Live, > Read More

23
Sep
tax filing strategies for the 2020 tax season jackie porter cfp certified financial planner
Tax Filing Tips for the 2020 Tax Season

Being on top of your taxes is an important step to understand and start building > Read More

03
Apr
Avoid These 10 Common Tax Mistakes

Listen to this Podcast Avoid These 10 Common Tax Mistakes Filing your income taxes can > Read More

01
Mar
how to file taxes in 2021
How to File Taxes in 2021

.Are you confused about how to file taxes in 2021 due to COVID and various > Read More

22
Nov
tax into cash tax saving save on taxes jackie porter certified financial planner and financial advisor in toronto meet jackie
Tax Saving: How to Turn Tax into Cash

Do you know how you can improve your tax saving? Read our blog post to > Read More

27
Jan
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