Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in Alberta, British Columbia and Ontario, and a mutual fund dealer in Manitoba, Quebec and Saskatchewan. We are regulated by the self-regulatory organization, the Mutual Fund Dealers Association of Canada (“MFDA”). Carte Financial Services Inc. is our insurance managing general agency (“MGA”) licensed in Ontario to sell life insurance products and services. We are regulated by The Financial Services Commission of Ontario (“FSCO”).
Coming together is a beginning; keeping together is progress; working together is success.
- Henry Ford -
We promote openness, honesty, and respect in all our interactions.
Kirk Purai, President
Carte Wealth Management Inc. has dealer agreements with over 50 fund companies providing advisors access to a greater range of products and services. Carte Financial Services Inc. has contracts with some of the largest Canadian Insurance Companies providing advisors with a competitive edge when it comes to product offerings. We nurture and continuously work on these partnerships in order to keep client satisfaction high and consistent.
Having a wide range of services and well-established partners makes it easy to attract customers. Carte advisors have the benefit of a full service wealth management firm to support achieving excellent results on all finance solutions. It’s about creating trust.
You know what’s best for your clients. Carte Financial offers freedom and independence to its advisors. It’s your business. You decide.
Carte’s in-house experts can provide you turn-key marketing materials to promote wealth services and establish a solid foundation for you as a reputable source of financial solutions. You can receive a customized advisor website, promotional materials, fresh and striking designs and much more to improve your business. Carte Financial is committed to ensuring that its advisor fees and costs are equivalent to, or better than, the industry standard.
You can find our Fee Guidelines here.
Making a sale requires, not only good character, but also good documentation. In order to for you to focus on growing your business effectively, Carte provides you with a dedicated administration team and access to automated systems for client and business tracking. We use VieFUND as our investment (mutual funds and segregated funds) back-office system, VirtGate as our life insurance back-office system and Advisor’s Assistant as our contact management (“CRM”) system. Clients enjoy fast application processing and increased turnaround times thanks to Carte’s industry leading service standards.
Whether you are a new advisor or seasoned expert, mentorships, support and continuous training are keys to keeping up with the changing demands of the market. Carte’s doors are always open for collaboration. We are all working toward one thing: To make a difference in people’s lives by securing their futures financially.
Our dual licensed advisors are able to have their entire practice under one roof. Dealing with one firm means more convenience for you and your clients. Carte provides you with assistance in transferring your contracts, transferring your registration and transferring your books of business to ensure that you are, not only compliant with industry regulations, but also not at risk of losing clients in the shuffle.
No bright idea goes to waste. Every voice matters. That’s how Carte has become the industry leading and reputable financial firm we are today. Open-minded and forward-thinking attitude is an advantage of being part of Carte Financial.
Carte maintains structured relationships with some of the biggest financial institutions in Canada. These connections provide a unique additional value that advisors can offer to their clients for a more profitable outlook on their financial transactions. Success for clients, success for you.
Carte Wealth Management Inc. believes in a fair approach to mutual fund compensation based on your AUA. Our advisors appreciate getting paid weekly. Don’t take our word for it though.
“Since joining Carte Wealth I have increased my income by 40%. I have had exceptional training and the freedom to use products to best meet my clients’ needs. I wish I had made the move to Carte years ago!" – Melanie Kim, Financial Advisor
Get prime payouts with 10 of the top insurance companies in Canada by joining Carte Financial Services Inc. as a financial advisor. These rates are negotiated on your behalf and are based on the aggregate volume of our partner’s business. At Carte Financial Services Inc. we also offer competitive rates and optimal payout for our advisors with weekly payment on segregated funds.
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