Why We Partner with Carte Wealth Management Inc.
Wilmot Financial Services is pleased to be partnered with one of the fastest-growing financial planning firms in Canada, Carte Financial Group, headquartered in Mississauga, Ontario.
Carte partners with successful independent Financial Advisors to provide mutual fund and insurance processing, marketing, compliance, and technology services.
Carte Financial Group is a well-established firm and its mutual fund division, Carte Wealth Management Inc., was named the #1 rated dealer in Canada in 2019 through the Investment Executive’s Dealer Report Card. Insurance products and services are provided through Carte Risk Management Inc.
Something that sets Carte Financial Group apart is their commitment to integrating technology into their affiliated-advisors’ businesses. At Wilmot Financial Services, our goal is to take full advantage of their state-of-the-art office automation and technology platform, in order to continually enhance the experience we provide to our clients.
Collectively, Carte affiliated advisors manage over $1 Billion of investment assets for their clients.
For more info about Carte Financial Group check out their website https://cartefinancial.com/