Jackie Porter Email & Phone Number
Owner @ Team Jackie Porter
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Jackie Porter Location
- Mississauga, ON, CA
Jackie Porter Work
- Financial Advisor and Certified Financial Planner @ (January 2025 - Present)
- Owner @ (February 2018 - Present)
- Financial Advisor and Certified Financial Planner @ (January 1999 - Present)
- Author @ Single by Choice or Chance (July 2016 - Present)
- Trusted Advisor @ (August 2016 - Present)
- Financial Planner @ Carte Wealth Management (January 1998 - January 2016)
- Trusted Advisor @ (January 2009 - January 2014)
- Trusted Advisor to Legal Professionals @ (January 2005 - January 2013)
- Insurance Agent @ Rol Del Insurance Agency (April 1998 - October 2000)
Jackie Porter Education
- Canadian Initiative For Elder Planning Studies
Certificate (Elder Planning Studies)
2015-2015 - York University
Bachelor of Arts (B.A.) (Psychology and Communications)
1984-1989
Jackie Porter Skills
- Estate Planning
- Financial Advisory
- High Net Worth
- Charities
- Financial Planners
- Pensions
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Tax
- Critical Illness
- Investments
- Relationship Management
- Mortgage Lending
- Finance
- 401k
- Asset Allocation
- Income Protection
- Investment Advisory
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Underwriting
- Life Insurance
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Risk Management
- Long Term Care
- Disability Insurance
- Financial Analysis
- Wealth
- Long Term Care Insurance
- Succession Planning
- Small Business
- See 35+See Less
- Strategic Financial
- Term Life Insurance
- Health Insurance
- Retirement
- Mergers and Acquisitions
- Brokers
- Employee Benefits
- Securities
- Hedge Funds
- Whole Life
Jackie Porter Summary
- Jackie Porter, based in Mississauga, ON, CA, is currently a Owner at Team Jackie Porter. Jackie Porter brings experience from previous roles at iA Private Wealth, Carte Wealth Management Inc., Single by Choice or Chance and Ontario Bar Association. Jackie Porter holds a 2015 - 2015 Certificate in Elder Planning Studies @ Canadian Initiative For Elder Planning Studies. With a robust skill set that includes Estate Planning, Financial Advisory, High Net Worth, Charities, Financial Planners and more. Jackie Porter has 2 emails and 1 mobile phone numbers on RocketReach.
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