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Welcome
Our mission is to foster collaborative partnerships with primarily small business owners & their growing families by securing their long-term financial well-being while progressing towards a work-optional lifestyle into the latter part of their careers.
We will accomplish this by:
Building trusting & lasting relationships with you. Our clients, their employees, their loved ones, as well as any prospective clients.
Defining your ideal mix of career, family, and recreation.
Providing tax saving, value-added solutions by understanding our client's needs & goals.
Educating you on relevant matters so you can make informed decisions.
Creating strategic alliances with industry experts & key suppliers to enhance our client experience.
The concept of retirement as it once was is now obsolete. The conventional retirement timeline has changed. The focus has shifted from an early career-centric lifestyle to a lifestyle that affords time for career, family, and recreation throughout all career phases not just in retirement.
Progressing through the journey of life with our clientele throughout the various stages of their careers & family life is our reward.
Schedule a meeting to experience what we have to offer you.
DISCLAIMER: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. | Mutual funds provided through Carte Wealth Management Inc. and insurance products and services provided through Carte Risk Management Inc.
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