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.”
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.
“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.”