Single by Choice or by Chance Jackie Porter is an award winning financial planner who has been in the financial industry for the past 18 years serving over 400 families, established businesses and professionals in the GTA. She also helps professionals who are experiencing a life change by receiving a settlement or severance package. Her practice focuses on cash flow management and tax planning. She is a featured speaker and advocate for numerous corporate, professional and charitable organizations   Jackie has a passion for promoting financial literacy, and created a number of financial literacy camps and after school programs for the TDSB. She has also served on the Board of Directors for Advocis Peel Halton, and organization the regulates financial planners.   Jackie has been featured on Sun TV News, CBC Newsworld and on That Channel. She is also a regular contributor to SLAW Tips (A lawyers Online Weekly Magazine), The Divorce Journal and Wealth Professional. In June of 2016, Jackie co authored “Single by Choice or Chance, the smart women’s guide to living longer better published by Insommniac Press.   Raised by a single mom who was passed away when Jackie was in her teens led Jackie to learn important lessons about becoming financially independent very early in her life. She entered the financial industry as a second career after taking a package from a telecom company. Because 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. She is happy to share her journey to creating a 7 figure net worth out of very humble beginnings.   Past attendees of her sessions have described her as having a wonderful relaxed presentation style, providing informative material and being very motivational in her delivery.

JACKIE PORTER, CFP

Award-winning Speaker, Financial Literacy Expert & Co-Author of Single by Choice or Chance.

Short-term goals may help you take the steps necessary to build a thriving business.

Jackie supports busy professionals make informed decisions around their finances by helping them to see their financial circumstances clearly. This is accomplished by creating a “360” degree snapshot of their current and future “financial circumstances.”

 

Speaking Topics:

  1. Creating Healthy Cashflow: Money Management 101
  2. Financially Thriving after Sudden Unemployment or Transition
  3. Financially Thriving after a Cancer Diagnosis
  4. Making Sense of Financial Products 101
  5. Cashflow Management for the Legal Professional

    Jackie Porter is an award-winning financial planner who has been in the financial industry for 18 years serving over 400 families, established businesses, and professionals in the GTA. She also helps professionals who are experiencing a life change by receiving a settlement or severance package.

 

Her practice focuses on investment planning, cash flow management, and tax planning. She is a featured speaker and advocate for numerous corporate, and charitable organizations. Jackie has a passion for promoting financial literacy and created a number of financial literacy camps and after school programs for the TDSB. She has also served on the Board of Directors for Advocis Peel Halton and Advocis an organization that regulates financial planners.

 

Testimonials

 

“Excellent talk, we need more of this. It is important to know and have resources to financially plan.”

 

“It made me less scared to think about my finances.”

 

Feedback from Speaking Engagement as summarized from Ali Henderson, Program Director, Gilda’s Club Greater Toronto “Thank you very much for your presentation at the PMI-SOC Career Development Seminar. You have a wonderful relaxed presence in front of a group and a warm, humorous presentation style.”

 

Lina Boehnke, VP Professional Development, Project Management Institute, Southern Ontario “I did hear great feedback on your sessions from a number of

members of our staff. Would love to have you come back and facilitate future sessions.”

 

Ivian Tchakarova, Wellness Specialist, Trillium Health Partners “It is no easy feat to motivate people in a financial workshop. Our members who have participated in her workshops over the years felt empowered as they learned information to take charge of their financial situation.”

 

Terri Lynn Platt, Executive Officer, Elementary Teachers of Toronto “You will be remembered as a success by the doctors. Your contribution as a presenter will help the doctors perform their jobs better and organize their financial affairs better. We

received plenty of positive feedback regarding your presentation.”