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 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 their 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 often called upon to give 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 has a passion for promoting financial literacy and has created a number of camps and after school programs for the Toronto District School Board.
She has also served on the Board of Directors for Advocis Peel Halton and Advocis Toronto, an organization that regulates financial planners.
In May of 2016, Jackie with her co-author Jill O’Donnell penned a book entitled “ Single by Choice or Chance The Smart Women’s Guide to Living Longer Better” published by Insomniac Press.