Jackie Porter has been in the financial industry for 18 years serving over 400 families, established businesses and professionals in the Greater Toronto Area. Her practice focuses on investment planning, cash flow management and tax planning.
In her role as a certified financial planner, she helps busy professionals make informed decisions around their finances by helping them to see their financial circumstances clearly. This is accomplished by working with her clients "team of advisors" to create a "360" degree snapshot of current and future financial circumstances. In addition, Jackie specializes in helping professionals who are experiencing a life change by receiving a settlement or severance package.
Jackie is called upon frequently to provide advice to the media on the subject of RRSP contributions. She also is a featured speaker and advocate for numerous corporate, nonprofit and charitable organizations. Jackie also acts as a consultant to the TDSB on the subject of financial literacy in the school system. She has also served on the Board of Directors for Advocis Peel Halton and Advocis Toronto, an organization that regulates financial planners.