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.
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
The IFSE Institute Award for Financial Literacy Champion
Finalist: Jackie Porter, CFP
Advisor of the Year
Responsible Investments
Finalist: Francine Dick, CFP, EPC
Featured Article in the
Toronto Star Newspaper
Interview: Jackie Porter, CFP
Wealth Professional’s
Rising Stars 2020
Maria Jose Flores, CCO
Featured Article on Wealth Professionals
How Carte built a 1.3 billion financial planning organization
Carte Wealth Management Inc.
Receives Highest Ranking in Investment Executive Dealers’ Report Card 2019
The Mackenzie Investment Award for Female Trailblazer of the Year
Gold Winner: Jackie Porter, CFP
The IFSE Institute Award for
Financial Literacy Champion
Finalist: Seema Sharma, CFP
Wealth & Estate Financial Canada Inc.
Wealth Professional Canada’s 2019 Top 50 Advisors
Kelvin Rampersad,
K & V Rampersad Financial Services
2019 Women in Wealth
Recognition to Jackie Porter, CFP Read
2019 Women in Wealth Panel
by Jackie Porter, CFP and
Maria Jose Flores, CCO
Our Vision
To become Canada’s #1 choice for advisors in
technology, experience & freedom.
