Jackie Porter, CFP
Finance · Canada · 11-50 Employees
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Overview
Headquarters
6755 Mississauga Rd Suite 425, Mississau...Phone Number
(902) 401-0546Website
www.askjackie.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Jackie Porter, CFP
Jackie Porter is a certified financial planner and advisor based in Ontario, specializing in financial planning for professionals, businesses, and families. With over 24 years of experience, her services include cash flow management, tax planning, investment and retirement planning, and estate planning. The firm aims to simplify financial concepts and empower clients to achieve their financial goals through a community-focused approach. Jackie and her team also offer complimentary consultations to help clients start their financial journey.Explore more
Jackie Porter, CFP Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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KL
Kathryn LegaultSenior Legault Wealth Management Investment, Mutual Funds Advisor
Company Profile Activity
Activity Insights
Jackie Porter, CFP is experiencing very low activity levels compared to other companies in the Finance sector.
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Jackie Porter, CFP is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jackie Porter, CFP.
Jackie Porter, CFP Tech Stack
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Jackie Porter is a certified financial planner and advisor based in Ontario, specializing in financial planning for professionals, businesses, and families. With over 24 years of experience, her services include cash flow management, tax planning, investment and retirement planning, and estate planning. The firm aims to simplify financial concepts... Read More
