The AGF Award for Engagement, Loyalty and Client Care
The accolades for Carte Financial Group continue to pour in. In addition to being recognized by Investment Executive as the number one independent investment dealer for the third year in a row, Carte Wealth Management has also received an excellence award at the Wealth Professional Awards. Carte’s founder and CEO is Kirk Purai. Having achieved membership in the international association Million Dollar Round Table, Purai envisioned a company to support independent advisors. He built Carte to provide advisors the freedom to choose how they run their own practice with the strength of an established, visionary organization behind them, supporting whatever they need. Carte’s goal is to provide the ultimate advisor experience. In 2018, they were the first independent mutual fund dealer with an internal marketing department dedicated solely to the advisor’s marketing needs. Advisors can access customized solutions, including professional marketing, social media content, website design and overall media management. In 2019, Carte became the first mutual fund dealer with a completely digital platform, providing leading edge technology through a back office with the products and services that advisors and client's demand. This year, Carte is out front again, leading their peers as the first to offer liquid alternatives. Key to the company’s stellar growth is their personal touch with advisors and clients. Carte has been able to stay true to their core values of care, trust and integrity at every touchpoint. Carte Financial Group has two subsidiaries: Carte Risk Management Inc., an insurance MGA, and Carte Wealth Management Inc., an independent mutual fund dealer that is licensed nationally. Carte Wealth Management is also registered as an exempt market dealer. Carte advisors enjoy true independence with the powerful support and scale of an industry leader. This is the success strategy every entrepreneur needs. Carte is committed to continue being Canada’s number-one choice for independent advisors.
BUSINESS CONTACT DETAILS:
Company name: Carte Wealth Management Inc.
Email: [email protected]
Phone number: (905)891-7171 / 1-866-84-CARTE (22783)
Website: www.cartefinancial.com
