Carte Financial Group

Carte Financial is one of the firms with the highest IE rating in Investment Executives Dealers Report Card in each of the past five years. Carte Financial has bolstered its place as one of Canadas leading financial services companies and the #1 choice for independent advisors in technology, experience, and freedom. Started in 2007 by Kirk Purai - Founder and CEO, Carte offers unmatched support to financial advisors by providing best-in-class tools, technology, marketing, and compliance; empowering them with the edge to provide the best service to their clients, reducing their administrative workload, and helping them grow & scale their business. Led by Maria Jose Flores President and CCO, Carte Wealth Management empowers advisors with access to a wide choice of financial products including various investment products from numerous carriers, giving them the ability to offer the best solutions to meet their clients needs. The company has an unwavering commitment to setting the in...