We are Carte

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”).

Carte Wealth Management Inc. and Carte Financial Services Inc. were founded in 2007 and have been steadily growing ever since. Our head office is located in Mississauga, Ontario and we have several branch and sub-branch offices in the GTA and Quebec. We are a full service finance management company specializing in all six essential components of financial planning: knowledge, cash flow, risk management, tax planning, investment planning and estate planning. We are a company of entrepreneurs who strive for excellence by creating and executing life-changing financial strategies for our clientele.

Measurable Solutions
As a leading financial provider, Carte Wealth Management Inc. considers personal approach and quality results our core responsibilities. Carte advisors set exemplary standards and enjoy a unique social working environment in which they can provide the finest customer service for clients from all walks of life.

Personal Approach
Financial success is easy to measure whether one or more elements are being targeted. Carte advisors know how to meet and exceed client expectations by analyzing each client need on its own providing a custom financial strategy.

Open-Door Policy
Advisors play a significant role in developing our brand. Carte advisors actively participate and seek out new ideas that can help our company as a whole grow and progress as the demands of the market change. Our “open-door” policy invites suggestions, questions and concerns from all individuals.

  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

Strategic Partnerships

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.

Why Join Carte

Experience the Carte Difference

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.

Your Next Level of Independence

You know what’s best for your clients. Carte Financial offers freedom and independence to its advisors. It’s your business. You decide.

Resources Provided

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.

Backed by Carte Cares

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.

Continuous Training

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.

Entire Practice Under One Roof

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.

Your Word Counts

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.

Strategic Relationships

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.

Get Paid Weekly

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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