Jackie Porter
Certified Financial Planner at Carte Wealth Management, Owner at Team Jackie Porter
Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. Her practice focuses on cash flow management and tax planning strategies.
Jackie is one of Canada’s most recognized financial planners. Her advice and financial strategies have been featured in top financial publications such as, Forum, Wealth Professional, Investment Executive and The Globe & Mail. Many have benefited from her sound and actionable financial advice offered at business conferences, radio interviews, podcasts and television programs such as CBC, Sun News and BNN. Jackie has also been awarded winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards.
Jackie co-authored “Single by Choice or Chance, the smart woman’s guide to living longer better”.
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 her life. Since she 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.
Jackie now shares her journey on how she created a 7-figure net worth out of very humble beginnings. She shares insights and real-life stories on how to build a financial fortress in this age of uncertainty by learning the basic principles of real wealth.
Takes part in
How to Make the COVID-boosted Financial Inclusion Work for Those Who Need It the Most?
-
What corporations and banks can do to improve the level of financial inclusion in their markets
-
What the fintech industry can offer to help corporations and governments achieve their financial inclusion goals
-
How to make new financial tools reach the most vulnerable and underrepresented groups
Ruth Umoh
Ren Yi Hooi
Jackie Porter
Fabrice Alomo
Scott Glasgow