Jacqueline Porter

CFP, Carte Wealth Management

Jackie is an award-winning financial planner, best-selling author, mentor and speaker who has helped thousands of clients keep thousands more of their hard-earned cash in their pocket.

With 22 years of experience, 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. She is often asked to share her advice at conferences, radio interviews, podcasts, and television programs. She was also awarded the 2019 Wealth Professionals “Female Trailblazer of the Year” award