(647) 800-4820

Mike Sukhram
Mike Sukhram

(647) 800-4820

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Benefits for advisors who are joining

Being independent is empowering, but being part of a team is powerful. 


In addition to the unparalleled support of the Carte Financial Group:

  • Technology
  • Stable grid
  • Compliance and Branch Manager support
  • Extensive mutual fund, exchange-traded fund, alt fund, segregated fund and insurance offering

What you gain

Reduced pressure to meet targets

Reduced pressure to meet targets

Reduced pressure to meet targets

Work as a group and benefit from shared resources and its momentum.

Marketing

Reduced pressure to meet targets

Reduced pressure to meet targets

You will receive qualified leads to increase your investment and insurance business.


Marketing services:

  • Increased LinkedIn connections
  • Email campaigns
  • Video Marketing

Investment Research

Investment Research

Investment Research

We are subscribed to an asset allocation service that provides relative strength analysis on different sectors.

Business software

Investment Research

Investment Research

  • CRM
  • Financial Planning
  • Insurance analysis
  • Document management

CARTE FINANCIAL GROUP

Carte Wealth Management Inc. and Carte Risk Management Inc.

Unparalleled support for independent advisors who are mutual fund and insurance licensed.

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Carte Wealth Management Inc.

1000-2680 Skymark Ave., Mississauga, ON L4W 5L6

(647) 800-4820

Mutual Funds and ETFs are provided through Carte Wealth Management Inc.

Insurance products such as segregated funds, life, disability, and critical illness insurance are offered through Carte Risk Management Inc.

Banking services through referral arrangement.


Mike Sukhram is a financial advisor in Mississauga, serving clients in the GTA, Oakville, Brampton, Etobicoke, Toronto, and Burlington areas. He specializes in investments and insurance strategies to help professionals, executives and business owners with their retirement plans.

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