We are beyond grateful for your support in making the 11th Carte Conference a huge success! 🙏✨ Your dedication and commitment helped bring this event to life, and we couldn't have done it without you. Let's celebrate together the success of these three unforgettable days of learning, networking, and growth! 🌟 Take a moment to relive the magic through our recap video. 🎥 Watch it and enjoy the highlights of our incredible journey together. Here's to many more successful collaborations in the future! 🥂 #CarteConference #ThankYou #SuccessTogether #Gratitude #Community #Teamwork
Carte Financial Group
Financial Services
Mississauga, Ontario 1,119 followers
Best-in-Class Tools, Support, Technology & Compliance. The Home of Independent Advisors
About us
Carte Financial is one of the firms with the highest IE rating in Investment Executive’s Dealers’ Report Card in each of the past five years. Carte Financial has bolstered its place as one of Canada’s leading financial services companies and the #1 choice for independent advisors in technology, experience, and freedom. Started in 2007 by Kirk Purai - Founder and CEO, Carte offers unmatched support to financial advisors by providing best-in-class tools, technology, marketing, and compliance; empowering them with the edge to provide the best service to their clients, reducing their administrative workload, and helping them grow & scale their business. Led by Maria Jose Flores – President and CCO, Carte Wealth Management empowers advisors with access to a wide choice of financial products including various investment products from numerous carriers, giving them the ability to offer the best solutions to meet their clients’ needs. The company has an unwavering commitment to setting the industry standards in supporting independent advisors and delivering the ultimate advisor experience of true independence, choice, technology, and scale backed by the strength and the stability of an industry leader. Carte is truly the home of independent advisors where they can thrive and take their business to the next level. Reach out to Carte today to see how you can be part of a winning team."Investment Executive"
- Website
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https://cartepartners.ca/
External link for Carte Financial Group
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Mississauga, Ontario
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Financial Planning, Cash Flow Management, Tax Planning Management, Investment Planning Management, Estate Planning Management, Risk Management, Financial Advisor, and Financial Planner
Locations
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Primary
Get directions
2680 Skymark Ave
Suite 1000
Mississauga, Ontario L4W 5L6, CA
Employees at Carte Financial Group
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Chris Karram
Managing Partner, Private Wealth | Chief Strategy Officer, SafeBridge Financial | Social Entrepreneur, Homes4Hope Canada
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Juan Montoya
Financial Advisor with Carte Wealth Management Inc. and Mortgage Agent with Pineapple.
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Aleem Visram, HBA, MBA
Helping businesses & professionals grow, protect & control their wealth | Award-Winning Adjunct Professor | Board Member | Speaker
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Laval B. Dubeau
We are North America's fastest growing MGA/IMO built for Insurance & Investment Advisors to have immediate contractual ownership and grow their…
Updates
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Congratulations to Carte and Team for a Fantastic effort and another Highest Rated Score amongst some of the biggest Wealth Management firms in Canada.
It's with great pride that we share the exciting news: Carte Wealth Management Inc. has been named the #1 Investment Dealer in Canada by our advisors in the 2024 Investment Executive Dealers' Report Card. A heartfelt thank you to all our advisors who participated in the Report Card interviews and provided their valuable feedback. Your dedication and commitment are a massive part of Carte's continued success, and we are truly privileged to support such an outstanding group of independent advisors. This marks our 6th consecutive year as the top-ranked dealer, and we are thrilled to announce that Carte received an impressive overall score of 9.2 out of 10. Even more exciting, our Net Promoter Score has risen to a remarkable 93.3, a true testament to the trust and loyalty of our advisor community. Canada's Home for Independent Advisors! Go to CartePartners.ca to find out how Carte Financial can improve your business #financialmanagement #mutualfunds #insurancebroker #insuranceagent
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It's with great pride that we share the exciting news: Carte Wealth Management Inc. has been named the #1 Investment Dealer in Canada by our advisors in the 2024 Investment Executive Dealers' Report Card. A heartfelt thank you to all our advisors who participated in the Report Card interviews and provided their valuable feedback. Your dedication and commitment are a massive part of Carte's continued success, and we are truly privileged to support such an outstanding group of independent advisors. This marks our 6th consecutive year as the top-ranked dealer, and we are thrilled to announce that Carte received an impressive overall score of 9.2 out of 10. Even more exciting, our Net Promoter Score has risen to a remarkable 93.3, a true testament to the trust and loyalty of our advisor community. Canada's Home for Independent Advisors! Go to CartePartners.ca to find out how Carte Financial can improve your business #financialmanagement #mutualfunds #insurancebroker #insuranceagent
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🚀 Enhance your productivity with Carte Wealth Management's advanced CRM and paperless systems. Focus more on your clients and less on paperwork. Contact us for more information: https://lnkd.in/eV4dvUMy #Productivity #CarteWealth #TechAdvantage
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🏆 Join Carte Wealth Management and access top-tier business development and marketing tools. Build your brand and grow your practice. Contact us for more information: https://lnkd.in/eV4dvUMy #MarketingTools #CarteWealth #BrandBuilding
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💼 Looking for a comprehensive platform for both investments and insurance? Carte Wealth Management is your one-stop solution. Contact us for more information: https://lnkd.in/eV4dvUMy #IntegratedAdvice #CarteWealth #AdvisorLife
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🌟 Experience the ultimate advisor support with Carte Wealth Management. Join a firm that helps you scale your business efficiently. Contact us for more information: https://lnkd.in/eV4dvUMy #AdvisorSupport #CarteWealth #BusinessScaling
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Carte Financial Group is one of the winners in the 5-Star Wealth Management Firms 2024!! This prestigious accolade is a testament to our dedication, expertise, and unwavering commitment to excellence in the field. Read More Here: https://lnkd.in/gwaH_NSH
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🌍 Join Carte Wealth Management and be part of a growing and dynamic firm. Recognized among Canada's top growing companies. Contact us for more information: https://lnkd.in/eV4dvUMy #Growth #CarteWealth #TopCompanies
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🔒 Keep your clients' data secure with Carte Wealth Management's top-notch cybersecurity measures. Contact us for more information: https://lnkd.in/eV4dvUMy #Cybersecurity #CarteWealth #ClientSafety
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