
How Xin Lou went from crypto entrepreneur to wealth planner
10/10/24 • 23 min
Previous Episode

How Jackie Porter’s childhood struggles influenced her money mindset
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.
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How growing up with a ‘scarcity mindset’ shaped Tiffany Harding’s advisor philosophy
Tiffany Harding moved out of her mother’s house as a teenager. By the time she was 16, she had her own bachelor apartment and was dividing her time between school and night shifts at a restaurant to support herself. Today, she’s a long-time financial advisor who’s worked for big and small financial firms such as Royal Bank, Manulife, and, currently, Richardson Wealth.
Tiffany speaks about her unconventional and financially precarious childhood, growing up in an environment of both abundance and scarcity, and how her challenging experiences helped her relate to clients today.
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