Behind the Advice

How Jackie Porter’s childhood struggles influenced her money mindset

Behind the Advice

Show Notes

Jackie Porter is a Greater Toronto Area-based financial planner with more than 25 years of experience in the industry. Her practice focuses on cash flow management and tax planning strategies for businesses. She also co-authored Single by Choice or by Change, a book that helps single women prepare for their financial future. But Jackie’s career trajectory is anything but typical. Jackie shares the events that led to her becoming financially independent at a very young age, her long and roundabout route to becoming a financial planner, and why she now considers her personal struggles to be a professional superpower. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

More from Behind the Advice

Oct 21, 2026

After years of long hours in finance, William Chan realized his career was costing him precious time with his family. When the pandemic gave him a chance to rethink his priorities, he made a bold move: leaving corporate finance to become an independent financial planner.

Oct 14, 2026

On his first day at an investment firm, Ryan Bushell expected career advice from his then-boss. Instead, he got a lesson about fancy and ordinary office chairs that still shapes how he manages money.

Oct 7, 2026

Millie Gormely grew up on a dairy farm outside Thunder Bay, Ont., where money could be unpredictable and hard work was simply part of life. As a kid, she learned that if she wanted something, she had to earn it. That philosophy carried on into adulthood. It took juggling multiple jobs, and eventually multiple surgeries, before Millie realized she needed to slow things down.

Sep 30, 2026

After losing his entire RRSP investment on a hot stock tip, Harp Sandhu learned that building wealth doesn’t have to be exciting.

Sep 23, 2026

What happens when you’re forced to navigate an estate before you’ve had much experience managing your own finances? For Kimberly Wood, becoming the executor of her mother’s estate at 23 was a life-changing education and the start of her career in wealth management. Today, Kim is a wealth advisor with Johnstone Wealth Management Group at National Bank in Toronto, where she focuses on investments, estate and financial planning.

See all episodes →