The Story of Dream Financial Planning Ltd.
Welcome to Dream Financial Planning
I’m Jocelyn Porter, a Sherwood Park-based financial advisor serving families and professionals across Alberta since 2009. I’ve always believed that talking about money shouldn’t be intimidating. Instead, it should feel empowering.
I founded Dream Financial Planning Ltd. with one mission: to make financial advice simple, honest, and tailored to you. Whether it’s retirement planning, insurance planning, investment strategies, budgeting, or wealth management, my goal is to ensure you always feel informed and confident about your financial future.
Over the years, I found myself constantly sharing financial knowledge with friends. It made me realized that I didn’t just love understanding personal finance, I loved helping others understand it too. Today, I bring that same passion to every client conversation. You deserve a customized financial roadmap that reflects your goals, your values, and your dreams.
Your financial future starts with one conversation. I’d love to be part of yours and start the process with you.
Let’s talk about what’s possible.
Jocelyn
Financial Planner | Investment Strategist | Insurance & Retirement Planning Advisor
My Story
My passion for finance started with my grandparents, who taught me the value of saving and planning early on. I grew up in a family that was very open when it came to conversations about saving, budgeting, and what it takes to get ahead financially. That early exposure sparked a deep curiosity in me, and by the time I was 18, I had saved a small lump sum and walked into a bank, ready to invest on my own.
But instead of clarity, I left feeling confused, overwhelmed, and unsure about what I had just signed up for. That experience stayed with me. It planted a seed that led me to the financial planning industry in 2008, and by 2009 I was officially licensed.
I entered the industry to better understand money myself, then realized how much others needed guidance without pressure or jargon. When I discovered how essential insurance and planning really are, I made it my mission to help families protect what matters most while building the future they want.
Outside of work, I am a proud wife and mom of two. I understand firsthand the challenge of balancing family, career, and dreams which is why I bring a real life perspective to every client conversation.
When I am not working on financial plans, you will find me in the sunshine, planning our next adventure, or enjoying tacos and margaritas with friends.
Mission Statement
Our mission is to educate and guide clients through every stage of life, helping them protect their loved ones, manage debt, invest wisely, and plan for the future. We believe financial confidence comes from understanding, and we are committed to being a trusted partner every step of the way.
Core Values
1. Trust
Building lasting relationships grounded in reliability and honesty.
2. Integrity
Always acting in your best interest with transparency. Not for a quick sale.
3. Open Communication
Encouraging honest conversations and being accessible. A safe space where you can ask anything.
4. Education
Empowering you to make informed choices.
5. Personalization
Tailoring solutions to your unique goals and life stage.
6. Accountability
Standing by our advice and reviewing plans to keep them on track.
7. Compassion
Understanding the human side of money and protecting what matters most.
8. Long-Term Commitment
Being there through every stage of your life, not just one transaction.
9. Excellence
Providing you with the highest standard of service and professional expertise.
10. Collaboration
Working alongside families, professionals, and partners to create well-rounded plans.
My Client Process
Know the numbers
If needed, we create a budget that works and/or debt repayment plan and begin exploring options to make your money work more efficiently.
Education Session
I explain how investments work, insurance basics and strategies to protect your family and grow your money.
Custom Plan
Review a personalized plan that suits your life stage, family, and budget. The (online) paperwork:
Once we have decided on the solutions we are going to move forward with, we can do the applications to put them in place.
