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Carte Financial Group is comprised of two companies; Carte Wealth Management, a mutual fund and exempt market products dealer, providing mutual fund investment solutions, and Carte Risk Management, an insurance managing general agency, providing life insurance products and services and segregated fund investment solutions, both with reach across Canada and rapidly expanding.

Our firm was designed and built for advisors, by advisors, who want to take their business to the next level without losing time and energy in the process. At Carte Financial Group, our commitment is to continue to demonstrate a positive working environment where advisors feel like part of a team and are not just a number. We offer state-of-the-art office automation and technology to back our advisors with the right training and inspiration to be the Ultimate Advisor, no matter where they are in the cycle of their business.

We do the heavy lifting for our advisors in order to generate more leads and save them money on marketing through:

  • Automating their business process with premium industry software;
  • Creating their brand, marketing value and content;
  • Providing advanced industry training offering weekly in-person and/or virtual seminars;
  • Helping advisors with personalized automated communication with their clients; and
  • Providing advisors with resource tools to help enhance their client’s knowledge.

Our advisors rated us 9.1 out of 10, the highest of all dealers, in the Investment Executive’s 2019 Dealers’ Report Card; this is no small feat and we believe this is a testament to our fundamental core values as a firm.

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Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.

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WealthBar is a leading Canadian online wealth management and financial planning platform offering easy online investing portfolios and low-fee ETFs, along with unlimited commission-free advice. WealthBar pairs its technology with professional financial planning from certified financial advisers for a personalized experience. WealthBar Financial Services Inc. is a majority owned subsidiary of CI Financial Corp. and an affiliate of CI Investments Inc.

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