Website Disclaimer

The information provided on this website is for general informational purposes only and does not constitute personalized financial, investment, tax, legal, or insurance advice. All content is intended to be educational in nature and should not be construed as a recommendation or endorsement of any specific financial product, service, or strategy. 

Jocelyn Porter is a licensed financial professional in the province of Alberta, Canada. Services offered through Dream Financial Planning are available only to residents of Alberta and in accordance with all applicable provincial regulations. 

Compensation Disclosure: 
While Jocelyn’s advisory and consultation services are provided free of charge to clients, she receives compensation in the same manner as other licensed brokers—through the financial institutions or product providers that clients choose to work with. This ensures there is no additional cost to you for her professional assistance. 

While every effort is made to ensure the accuracy and timeliness of the content, Dream Financial Planning and Jocelyn Porter make no guarantees regarding the completeness, accuracy, or reliability of the information presented. Any reliance you place on such information is strictly at your own risk. 

Please note that no investment or insurance strategy can guarantee results or protect against loss in every market condition. Past performance is not indicative of future results. You should consult directly with a qualified financial professional before making any decisions based on the information provided on this site. 

By using this website, you acknowledge and agree that neither Jocelyn Porter nor Dream Financial Planning shall be held liable for any direct or indirect damages arising from the use of this site or its content. 



For personalized financial advice, please book a one-on-one consultation through the contact or appointment links provided.