BFLN and CAUFP present
Wellness: Our Legacy – ‘Financial Health: Exploring Financial Planning, Life Insurance and Estate Planning’
Date: Thursday January 31, 2019
Time: 5:30pm – 8pm
Venue: Borden Ladner Gervais LLP, Bay Adelaide Centre, East Tower, 34th floor, 22 Adelaide St W, Toronto, ON, Canada M5H 4E3
Limited tickets available here
Join us as we discuss the tips and tricks for building a legacy of financial health. We will explore financial planning (whatever your age and stage), life and health insurance and estate planning for your business and your personal life. This promises to be a lively panel discussion with knowledgeable speakers who have professional and personal experience of these topics. Come to be empowered, educated and encouraged to pursue financial wellness.
Michael is the Founder and President of Blackwell Financial, a boutique financial services and private investment firm. As a business owner, Michael understands the value of long-term planning, effective partnerships and how important financial literacy can be in building strong communities.
Through Blackwell Financial, Michael specifically seeks to help educate and grow the knowledge of his clients so that they better understand the Canadian financial system and most importantly, can pass on wealth-building knowledge to the next generation.
Michael holds a Masters in Urban Planning and a double major in Psychology and City Studies from the University of Toronto. He also holds a Certified Health Insurance Specialist designation and is working towards completing his Certified Financial Planner designation.
In his free time proudly serves as a Reservist in the Canadian Armed Forces.
Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 18 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. She also helps professionals who are experiencing a life change by receiving a settlement or severance package. Her practice focuses on cash flow management and tax planning strategies.
Jackie is one of Canada’s most recognized financial planners. Her advice and financial strategies have been featured in top financial publications such as Forum, Wealth Professional, Investment Executive and The Globe & Mail. Many have benefited from her sound and actionable financial advice offered at business conferences, radio interviews, podcasts and television programs such as CBC, Sun News and BNN.
In June of 2016, Jackie co-authored “Single by Choice or Chance, the smart woman’s guide to living longer better”, published by Insomniac Press.
Raised by a single mom who was passed away when Jackie was in her teens, Jackie learned important lessons about becoming financially independent early on. She entered the financial industry as a second career after accepting a package from a telecom company. Because Jackie had to become financially independent at such a young age, she was hungry to learn the principles of real wealth and saw the profession as her golden opportunity.