Overview

I am a Certified Financial Planner. I recently left Sun Life to continue my advisory practice as an independent with Carte Wealth Management. I have been a financial advisor/financial planner for over 15 yrs. I am looking for pre-retiring and retiring advisors who want to create a succession plan for their client blocks. I am MFDA licensed and work primarily with mutual funds and managed solutions. I provide life and health insurance for my clients and prospects but I primarily prospect for wealth clients. I am actively engaged with the Canadian Association of Gift Planners (GTA Chapter). Please contact me for additional information

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
858 days old

Business Data

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