Our Company Mission
Carte Wealth Management Inc. and Carte Risk Management Inc. believe financial planning is a process and not a product. The practice is structured around multi-generational planning – keeping wealth within the family, integrating all financial aspects and not just focusing on one piece of the puzzle (such as investments). Clients should expect to have their financial situation thoroughly examined before a Carte advisor makes a recommendation and clients should expect recommendations to be an integrated approach that will effectively allocate their cash flow, reduce risk, reduce taxation, enhance wealth and retain wealth within the family. Advisors work within a team comprising of Financial Planners, Investment Advisors, Trust and Estate Planners and other specialists on a referral basis, such as Lawyers, Accountants, Real Estate Agents and/or Mortgage Brokers.
At the service level, Carte Wealth Management Inc. and Carte Risk Management Inc. are smaller and more nimble at meeting client needs. It has implemented the latest back office technology and partnered with several of the best and most innovative providers of products and services that clients may require.
What makes us unique?
At Carte Wealth Management Inc. and Carte Risk Management Inc. we understand that clients place value in solutions, not products. Clients are seeking an advisor who they can trust to coordinate their financial needs into a cohesive financial plan. We will support you, whether you need full strategic planning services or if you just need us to open some doors. Our management team is always just a phone call away. We believe that each and every representative relationship starts with great planning and an outstanding service-oriented infrastructure.
Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, Quebec and Saskatchewan, providing clients with mutual fund investment solutions. Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions.