As a group, together we have financially impacted thousands of Canadians and for that, we would like to acknowledge the hard work and dedication from Carte’s team and advisor’s who have contributed to Carte’s success.

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Carte Wealth Management Inc.
Receives Highest Ranking in Investment Executive Dealers’ Report Card 2020

Carte receives the highest ranking among the independent dealers.

Highlights of the areas where Carte is Ranking 1st:

  • Technology tools & advisor desktop
  • Support for using social media
  • Firm’s effectiveness in keeping advisors informed
  • Firm’s corporate culture
  • Firm’s ethics
  • Support for dealing with changes in the regulatory environment 9.8
  • Freedom to make objective product choices
  • Firm’s delivery on promises

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The IFSE Institute Award for Financial Literacy Champion
Finalist: Jackie Porter, CFP

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Advisor of the Year
Responsible Investments

Finalist: Francine Dick, CFP, EPC

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Featured Article in the
Toronto Star Newspaper

Interview: Jackie Porter, CFP

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Wealth Professional’s
Rising Stars 2020

Maria Jose Flores, CCO

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Featured Article on Wealth Professionals
How Carte built a 1.3 billion financial planning organization

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Carte Wealth Management Inc.
Receives Highest Ranking in Investment Executive Dealers’ Report Card 2019

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The Mackenzie Investment Award for Female Trailblazer of the Year
Gold Winner: Jackie Porter, CFP

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The IFSE Institute Award for
Financial Literacy Champion

Finalist: Seema Sharma, CFP
Wealth & Estate Financial Canada Inc.

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Wealth Professional Canada’s 2019 Top 50 Advisors
Kelvin Rampersad,
K & V Rampersad Financial Services

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2019 Women in Wealth
Recognition to Jackie Porter, CFP Read

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2019 Women in Wealth Panel
by Jackie Porter, CFP and
Maria Jose Flores, CCO