Tag Archives: wealth manager

Jackie Porter, BA Hons., CFP

20 Friday Nov 2015

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Title: Certified Financial Planner
Company: Carte Wealth Management
Location: Mississauga, ON Canada

Jackie Porter brings 18 years of experience to her role as a Certified Financial Planner of Carte Wealth Management. She chose this career path because it provided her with the ability to manage her own money, it enabled her to make major decisions, and see the things that affected her as a minority and as a woman. It enabled her to learn what she could do with her money to secure her future and her family’s future. It enabled her to empower herself and, in doing so, empower other women financially. Her greatest strength is helping her clients to make informed decisions around money.

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Linda Dunbar

17 Tuesday Nov 2015

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Title: Investment Director and Financial Advisor
Company: Cooper McManus
Location: Laguna Woods

Laguna Woods, CA, October 2, 2015, An investment director and financial advisor with more than three decades of experience, Ms. Dunbar brings with her an expertise in all aspects of financial planning for individuals and businesses alike. In her position with Cooper McManus, she takes a particular interest in women clients. “Mothers who are passionate for their careers have a unique challenge. I work with them to keep them on track so they may reach their financial goals,” Ms. Dunbar says of her motivation. In recognition of her professional excellence, she was a two-time recipient of the Orange County Five Star Wealth Manager of the Year award from Orange Coast magazine. A member of the NAPW and IWLA, Ms. Dunbar looks to the future with aspirations of continuing to help women succeed in finance.

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