Financial planning is the backbone of a successful business. It helps you manage cash flow, mitigate risks, and set achievable goals, ensuring your business thrives in the short and long term. With a solid financial plan, you can make informed decisions, adapt to market changes, and confidently invest in growth opportunities. It’s not just about numbers — it’s about creating a roadmap to sustain and scale your business with purpose and security.

Jackie Porter is an award-winning Certified Financial Planner with over 23 years of experience helping families, professionals, and businesses in the GTA secure their financial futures. Known as Canada’s Financial Confidante, she is also a sought-after speaker, financial strategist, and co-author of Single by Choice or Chance: The Smart Woman’s Guide to Living Longer Better.

Join us as Jackie shares her expert insights on financial planning for success, including why every business needs a financial runway, how to calculate risks effectively, and strategies to maximize wealth. Jackie also highlights the critical role of a trusted financial advisor in scaling your business and achieving long-term goals.

Whether you’re looking to build wealth, manage risk, or learn what to look for in a financial advisor, this conversation is packed with actionable advice to take your finances — and your business — to the next level.

Chapters:

0:00 - Intro

02:47 - Why every business needs a runway

10:30 - Managing risk and knowing how much money to set aside while scaling

17:41 - How to maximize wealth in your business / diversifying income

19:46 - Importance of a financial advisor for your business

27:54 - What to look for in a trusted financial advisor

30:43 - What’s next for Jackie

32:19 - Where to find Jackie

Visit Jackie’s Website - https://askjackie.ca/

Connect with Jackie - https://www.linkedin.com/in/askjackieporter/

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Hosted by Hilda Gan - ca.linkedin.com/in/hildagan

Visit us at - peoplebrightconsulting.com

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Hilda Gan is a sought-after expert on effective HR strategies, work culture enhancement, and employee engagement. Unique among HR consultants, Hilda combines over 25 years of HR expertise with business acumen and business owner experience.

People Bright Consulting is an award-winning HR Management Consulting firm that helps leaders of companies build the foundations for successful hiring, healthy and inclusive work culture, and engaged staff. It starts with listening to our clients and finding pragmatic customized business solutions to HR problems.

#FinancialPlanning #BusinessGrowth #WealthStrategies