Financial Advisor - Alana Porter CSC

Financial Advisor - Alana Porter CSC Helping Canadians invest smarter, reduce taxes, and plan for retirement. Fully licensed wealth - and insurance agent

Let’s set you and your family up for financial success.
03/25/2026

Let’s set you and your family up for financial success.


03/25/2026

Licensed all things wealth and insurance. And no I’m not just saying that.

Looking for office space!
03/17/2026

Looking for office space!

Clients have been absolutely amazing lately! A lot of changes are happening with an upcoming move, and everyone has bee...
03/13/2026

Clients have been absolutely amazing lately! A lot of changes are happening with an upcoming move, and everyone has been very on board! Thanks, ALL!

03/12/2026

Exciting Update!
For the first time in over nine years, I’m opening my book of business and welcoming new clients again. 💚

If you’ve been thinking about organizing your finances, reviewing your plan, or wanting more confidence in your financial direction—I’d love to connect. [email protected]
Alana Porter
Financial Advisor
📍 London, ON

I work with entrepreneurs, and professionals to bring clarity to complex financial decisions and align wealth strategies...
03/11/2026

I work with entrepreneurs, and professionals to bring clarity to complex financial decisions and align wealth strategies with what matters most to them. With nearly a decade of experience across wealth management and insurance, I provide integrated planning that supports growth, protection, and long-term confidence.

My approach is relationship-driven and practical. I simplify the complex so clients can get exact numbers and precise clarity on their financial position.

To book a complimentary 15-minute discovery call: [email protected]

Education
Honours Specialization in Consumer Behavior | BACHELOR OF BUSINESS MANAGEMENT & ORGANIZATIONAL STUDIES | The University of Western Ontario
Scholarships – Global Commerce | King’s University College

Certificates and Licenses:
CSC | Canadian Securities Course | Canadian Securities Institute
CPH | Canadian Securities Institute
LLQP (Life License Qualification Program)
MFDA Mutual Fund License
Investing in Alt's Mutual Funds and Hedge Funds | IFSE Institute
Branch Managers’ Examination Course | IFSE Institute

Address

London, ON
N5V TO N6P

Website

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