Carte Financial Group

Carte Financial is a leading financial institution offering a wide range of financial services. Our goal is to bring you where you want to be financially.

[Carte Financial Group @CarteFinancial]

10 years of success at the 2023 Carte Conference! Educating, reconnecting and celebrating! Grateful for our sponsors and speakers. Excited for next year!😃 Watch the highlights https://t.co/6EzFNoy2vE #WealthManagement #insurance #investments #cartefinancial

[Carte Financial Group @CarteFinancial]

Happy long weekend!! Wishing everyone a beautiful holiday weekend with family & friends! Kindly be advised that our head office will be closed on Monday, August 1, 2022, for the Civic holiday. We will resume regular hours on Tuesday, August 2, 2022 from 8:30 am - 5:00 pm.

[Carte Financial Group @CarteFinancial]

Spending quality time with your children is something that they will carry with them for decades to come. One day they may have the same opportunity to be a father figure and carry on the Best of You. Wishing you all the very best day!

#FathersDay #CelebratingFathers

[Carte Financial Group @CarteFinancial]

Wishing you a beautiful Victoria Day weekend with family & friends!

#victoriaday #cartefinancial #fireworks

[Carte Financial Group @CarteFinancial]

We would like to recognize and celebrate the amazing women who are an important part of our everyday lives…and for those who are no longer with us. Be true to yourself.

Let’s embrace a world that is diverse, equitable and inclusive. #BreakTheBias #InternationalWomensDay

[Carte Financial Group @CarteFinancial]

Canada’s 2022 Black History Month theme is “February Forever: Celebrating Black history today and every day”. Celebrating Black Canadians, fighting against anti-Black racism & educating ourselves shouldn’t be contained to just one month of the year.

#bhm2022 #februaryforever

[Carte Financial Group @CarteFinancial]

To all those celebrating, Happy Lunar New Year! Wishing you luck and prosperity in the year of the Tiger. Gong hei fat choy!

#LunarNewYear #CarteFinancial #YearoftheTiger2022

[Carte Financial Group @CarteFinancial]

LISTEN. FOCUS. CARE. These are the simplest ways to support someone in a mental health crisis. You're not expected to have all the answers, you just need to be present to listen without judgement. Let’s support one another today, and every day.

#mentalhealth #LetsTalk

[Carte Financial Group @CarteFinancial]

Carte is proud to receive the 5-star Diversity, Equity and Inclusion award from Insurance Business Canada. Let’s all work together to create a culture of inclusion and acceptance. Read more...https://t.co/7jMNGvlnF7

[Carte Financial Group @CarteFinancial]

May the new year bring you and your loved ones health, joy & happiness. Let your dreams take flight in 2022!

#HappyNewYear2022

[Carte Financial Group @CarteFinancial]

Hanukkah greetings for love, peace, and happiness. May your candles burn bright this season.

#Hanukkah #Chanukah

[Carte Financial Group @CarteFinancial]

On November 11th at 11:00 a.m. take a moment of silence to remember those who fought for our freedom. Remembrance Day recognizes the end of the First World War as hostilities formally ended “at the 11th hour of the 11th day of the 11th month”

#RemembranceDay #InFlandersField

[Carte Financial Group @CarteFinancial]

Congratulations Maria Jose Flores - Finalist for Insurance Business Canada's ‘Woman of Distinction’ Award. You’re an inspiration to so many and a true trailblazer in this industry. Your efforts & innovative ideas allow Carte Risk Management to remain a competitive MGA.

[Carte Financial Group @CarteFinancial]

Congratulations to Carte’s Financial Advisor, Jackie Porter on receiving the WP 5-Star Advisor award. You continue to go above and beyond to deliver exceptional service to your clients. Read the WP issue: https://t.co/g40o2sgZSP

[Carte Financial Group @CarteFinancial]

Congratulations to Carte’s Financial Advisor, Kelvin Rampersad for the WP 5-Star Advisor award. Your ability to educate your clients in an uncomplicated way is the key to building long-term relationships. WP issue: https://t.co/g40o2sgZSP

[Carte Financial Group @CarteFinancial]

Mental Health Awareness Week: Physical exercise improves mental health. Carte’s own Maria Flores and Jorge Ramos starred in the York-Durham Headwaters campaign to promote physical exercise. Great time for a nature walk this Fall. https://t.co/oibDHi3ExH

[Carte Financial Group @CarteFinancial]

Carte Wealth Management is proud to receive Wealth Professional’s Excellence Award for Engagement, Loyalty & Client Care. Carte continues to be Canada’s #1 choice for independent advisors. https://t.co/moC2EJ7uW8

#independentadvisors #financialadvisors #cartewealthmanagement

[Carte Financial Group @CarteFinancial]

Happy Civic Holiday!

Please be advised that our offices will be closed on Monday August 2, 20201 for the Civic Holiday.

We will resume our regular business hours on Tuesday August 3, from 8:30AM to 5 PM EDT.

#CivicHoliday #Canada

[Carte Financial Group @CarteFinancial]

Happy Victoria Day Long Weekend! Kindly note that our office will be closed on Monday, May 24, for the long weekend. Our office will resume on Tuesday, May 25, from 9:00 AM - 5:00 PM EDT.

[Carte Financial Group @CarteFinancial]

Welcoming Bill Takhar, CPA, Chief Financial Officer to the Carte Team. #cartefinancialgroup