I am an award-winning financial planner who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals in the GTA. I also help professionals who are experiencing a life change by receiving a settlement or severance package. My practice focuses on cash flow management and tax planning. I'm a featured speaker and advocate for numerous corporate, professional and charitable organizations.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Mississauga, Ontario, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- askjackie.ca
- Keywords
- Financial Services, Tax Planning, Investment Planning, Cash Flow Management, Risk Management, Risk Planning, Investment Planning, Investment Management, Business Owners, Lawyers, Individuals, Family Finance Management, Legal Professionals, retirement planning.
- HQ
- Mississauga, Ontario
Team Jackie Porter Questions
Team Jackie Porter's website is askjackie.ca
Team Jackie Porter's LinkedIn profile is https://ca.linkedin.com/company/jackie-porter-cfp
Team Jackie Porter has
7 employees.
View email and phone details for 7
employees at Team Jackie Porter.
Team Jackie Porter's industry is
Financial Services
Team Jackie Porter's top competitors are
Barbie Davidson Va,
Simplii Financial,
Dayforce,
Ia Private Wealth,
Koobian Talent Solutions,
Connections Community Services Society,
Keoni Films Llc,
Life's Rails Community,
Grant Thornton Llp (Canada),
Cibc Mellon.
Team Jackie Porter's categories are Financial Services
Team Jackie Porter's founding year is 1999
