Helping journalists, producers and conference planners find the female guests, speakers and expert sources they need.

Jackie Porter

Canada's Financial Confidante, Carte Wealth Management

Recognized as Canada’s Financial Confidante | Executive at Powerful Women Today & PWT+ | Financial Advisor | Financial Speaker | Financial Planner | Financial Strategist | Wealth Professional | Speaker | Author | Helping Women build financial confidence

Media

Single By Choice or Chance...The smart woman's guide to living longer, better
by Jill O'Donnell & Jackie Porter
978-1-55483-170-8

If you are over 45, single by choice or chance, living in Canada today and are examining the options for your future, this book is for you.

The path you take depends on your preparedness, from where you will live to how best to cope with aging parents and how you will address your own financial future.

This book will assist you in designing a life plan that encompasses not only financial goals but also your other life priorities - such as career, relationship and other personal goals.

Find your own path to a happy, healthy and financially stable longer life.

Biography

Jackie Porter is an award-winning financial planner and professional speaker who has been in the financial industry for the past 22 years. Jackie is also a featured speaker and advocate for numerous corporate, professional and charitable organizations.

Jackie is one of Canada’s most recognized financial planners. Known as Canada’s Financial Confidante, her advice and financial strategies have been featured in top financial publications such as, Forum, Wealth Professional, Investment Executive, Toronto Star 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. She was also a finalist for the women of influence in Wealth award in 2017 and awarded the 2019 Female Trailblazer in Wealth Award.

Jackie is co-author of the book “Single by Choice or Chance, the smart women’s guide to living longer better”.

Jackie has learned from personal experience about being financially resilient. After losing her single parent to cancer and having the security she knew pulled out from under her at the tender age of 16, Jackie had to learn how to make the most of her limited financial resources. She made many mistakes on her journey to becoming financially independent. Then after receiving a package from her former employer, a friend referred her to a financial planner which got her started on her path to financial independence. She thought about all the times it would have made the difference to have access to crucial information at the right time. It was at that moment she decided she wanted to take control of her financial future and help others in the process. That was 22 years ago.

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.

Expertise

  • Financial planning
  • Financial resilience and transition
  • Building financial confidence in women
  • Single women and money