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Jackie Porter

Jackie is an awarding winning certified financial planner, best-selling author and featured speaker who has helped thousands of clients grow their net worth, build a fortress around their finances and keep more of their cash in their pocket! Her focus is on empowering women towards financial independence.  She has been featured on The Star, Globe and Mail, Shopify, CBC, The Agenda with Steve Paikin, Sun TV and BNN. Jackie is also a regular contributor to Investment Executive, Wealth Professional and The Globe and Mail.
Visit Jackie at https://askjackie.ca/

Jackie Porter, Certified Financial Planner

Tell us a little something about your business...

Jackie Porter is an award-winning CFP and financial advisor in Canada who has been in the financial industry for the past 24 years serving thousands of families, established businesses, and professionals. Her practice focuses on cash flow management and tax planning strategies for small to medium-sized businesses who need someone at the table working on their behalf. She also helps professionals who are experiencing a life change and receive a settlement or severance package. Beside financial advising, she is a featured speaker and advocate for numerous corporate, professional and charitable organizations.

When was your lightbulb moment?

Raised by a single mom who passed away when Jackie was in her teens led Jackie to learn important lessons about becoming financially independent very early in life. She entered the financial industry as a second career after taking a package from a telecom company. Since Jackie had to become financially independent at such a young age, she was hungry to learn the principles of real wealth and saw the profession as her golden opportunity.

What are your three words of advice?

Plan your finances. Planning finances in advance helps individuals to plan out their lives in an educated manner and place tangible goals that can be met. Planning allows people to plan for difficult and unexpected events such as a pandemic leading to less panic and more structure in life.

Three words of advice...

Plan your finances

Jackie is an awarding winning certified financial planner, best-selling author and featured speaker who has helped thousands of clients grow their net worth, build a fortress around their finances and keep more of their cash in their pocket! Her focus is on empowering women towards financial independence.  She has been featured on The Star, Globe and Mail, Shopify, CBC, The Agenda with Steve Paikin, Sun TV and BNN. Jackie is also a regular contributor to Investment Executive, Wealth Professional and The Globe and Mail.
Visit Jackie at https://askjackie.ca/

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