As a Carte Wealth Management Inc. (CWMI) representative I may be dually licensed for the sale of mutual funds and insurance products and may represent separate companies for each purpose.
I might also provide tax services, mortgages, and accounting services. As such you may be dealing with more than one company depending on the products purchased, or services rendered.
Remuneration may also vary with the particular products/services purchased. I will be representing CWMI for the sale of mutual fund products and will provide you with the name of the entity that I represent while conducting insurance/tax related business.
The sale of insurance products, and preparation of tax returns, is not the business of, or under the supervision of CWMI, and CWMI will not be liable or responsible for such activities.
I am a Certified Financial Planner represented by Carte Wealth Management Inc. I am also an Insurance Advisor represented by Carte Financial Services Inc. and I may also provide you with tax services through Carte Tax Centre Inc.
Any activity relating to my occupation as an Insurance Advisor or tax service provider is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.