Supporting our advisors: From one great year to the next

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Supporting our advisors: From one great year to the next

It’s been an exciting year for all of us at Carte Financial Group, a year filled with many milestones and achievements that position us well to transition into a successful 2020.

The highlight for many of us was learning that Carte Financial Group was the highest-ranking firm in the Investment Executive Dealer’s Report Card 2019. We received particularly high scores for “support for mobile technology and the mobile advisor.” In fact, Carte Financial is now a paperless office thanks to our implementation of technologies such as DocuSign. Kirk Purai stated, “I am incredibly proud of the hard work of our management team and staff to deliver an advisor experience that is literally second to none.”

High-quality, business-enhancing communications was another reason for our high ranking. We are committed to continuing to support our advisors in this way, with marketing materials such as client articles and our Carte Links content management platform. And, just this November, we launched a new podcast for independent advisors. Listen to the first episode, 5 Proven Strategies to Duplicate Your Top 20% of Your Clients.

Another way we support our advisors is with our Carte Conference, which took place October 26-30 at the Westin Trillium House in the beautiful Blue Mountain resort northwest of Toronto.

This event featured many speakers and provided an opportunity for participants to learn, share knowledge and network.

Also in 2019, Carte Financial advisor Jackie Porter, CFP was recognized with the Mackenzie Investment Award for Female Trailblazer of the Year for her work demonstrating “the promotion, influence and championing of women” within the industry. Jackie has authored a book and she has shared her financial advice in top financial publications.

We know what a valuable contribution Jackie and the many other amazing women of this industry make. That’s why we’re proud to note that our very own Maria Jose Flores Suarez spoke at the Women in Wealth Management Toronto on November 26. This was the year’s most exciting event — tailor-made to celebrate, inspire and boost the careers of women in our industry. Another notable recognition, this year’s Wealth Professional’s Top 50 Advisors 2019 list, acknowledged Carte Financial advisor Kelvin Rampersad of K and V Rampersad Financial Services. Kelvin ranked 40th for his number of clients (499), AUM growth (24%) and total AUM ($61 million).

That growth mirrors our own growth as a firm. In 2019 Carte Financial experience an upsurge in new advisors joining the company, with our numbers up 50% in 2019 compared to 2018.

Thanks to the hard work of our advisors and Carte Financial Group’s ongoing commitment to supporting their work, we have seen many successes in 2019, with another successful year just around the corner as we prepare to ring in 2020.