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 Nominations

The Mackenzie Investment Award for Female Trailblazer of the Year

Finalist:
Jackie Porter, CFP

The IFSE Institute Award for Financial Literacy Champion

Finalist:
Jackie Porter
Team Jackie Porter

The AGF Award for Engagement, Loyalty & Client Care

Finalist:
Carte Wealth Management Inc.

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
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

2019 Women in Wealth

Recognition to Jackie Porter, CFP

2019 Women in Wealth Panel

Jackie Porter, CFP and Maria Jose Flores, CCO

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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