As a group, together we financially impacted thousands of Canadians
and for that we would like to acknowledge the hard work and dedication
from Carte's team and advisors who have contributed to Carte's success.
Thank You
Congratulations for our 2021 Award Winners
Carte Wealth Management Inc.
Receives Highest Ranking in Investment Executive
3rd Year in a Row!
Carte Wealth Management Inc. is the #1 investment dealer in Canada.
Highlights of the areas where Carte Ranked 1st:
• Total compensation
• Mobile technology support
• Social media support
• Quality of product offering
• Freedom to make objective product choices
• Back office & administrative support
• Ongoing training
• Leadership stability
• Effectiveness of keeping advisors informed
• Corporate culture
• Support for dealing with regulatory changes
Carte’s Net Promoter Score was rated at 86.7 /100
Wealth Professional Award for Engagement, Loyalty and Client Care
Finalist:
Carte Wealth Management Inc.
The Harvest Portfolios Award for Female Trailblazer of the Year
Winner:
Jackie Porter, CFP
The CI Global Asset Management Award for Multi-Service Advisory Team of the Year
Finalist:
CI Award Longevity Achieved
Carte Wealth Management Inc.
Receives Highest Ranking in Investment Executive
Carte receives the highest ranking among the independent dealers.
Highlights of the areas where Carte Ranked 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
• 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
Interview: Jackie Porter, CFP
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 IFSE Institute Award for Financial Literacy Champion
Finalist:
Seema Sharma, CFP
Wealth & Estate Financial Canada Inc.
Kelvin Rampersad
K & V Rampersad Financial Services
Our Vision
To become Canada's #1 choice for advisors in technology, experience and freedom.
Our Mission
To provide an advanced platform for independent advisors.
Our Values
Care. Trust. Integrity.
Carte’s goal is to deliver the
Ultimate Independent Advisor Experience
We provide effective automation, marketing and training for independent advisors.
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