Helping grow financial success from the start
At Carte Wealth Management, we believe in empowering individuals to achieve financial success from the very beginning. We understand that every individual's journey is unique, and we tailor our approach to meet your specific goals and challenges.
Our Commitment
We are committed to providing comprehensive financial planning and tailored solutions to help you navigate various stages of your life. Whether you're starting out, building a family, or approaching retirement, our team of experienced advisors will work alongside you to:
- Identify your financial goals and aspirations
- Develop a personalized plan to achieve those goals
- Monitor your progress and make necessary adjustments along the way
- Offer ongoing support and guidance to maintain your financial security
Our Services
We offer a wide range of financial services designed to address your unique needs and aspirations. This includes:
1. Investment Planning & Advice
- Develop and implement a personalized investment strategy based on your risk tolerance, goals, and time horizon.
- Provide guidance on asset allocation, diversification, and portfolio monitoring.
2. Tax Planning & Advice
- Optimize your tax strategies to maximize your returns and minimize your liabilities.
- Help you navigate complex tax laws and regulations.
3. Retirement Planning & Advice
- Develop a comprehensive retirement plan that aligns with your needs and goals.
- Guide you through RRSP contributions, withdrawals, and other retirement options.
4. Insurance Planning
- Assess your insurance needs and identify potential risks.
- Recommend appropriate insurance coverage for your life, health, and financial security.
5. Life Events Planning
- Provide guidance and support through major life events such as marriage, parenthood, home ownership, and retirement.
- Offer advice on financial options and strategies to navigate these transitions smoothly.
6. Business Planning & Protection
- Develop a comprehensive business continuity plan to protect your financial security in the event of adversity.
- Provide guidance on succession planning, risk management, and financial growth strategies.
Partnering with you for success
At Carte Wealth Management, we believe in building strong relationships with our clients. We take the time to understand your unique needs, concerns, and aspirations. By working together, we can create a sound financial plan that aligns with your vision for the future and ensures your financial success.
Advisor Experience
The reviews highlight a mix of positive and negative experiences with advisors. On the negative side, one reviewer had an initial advisor removed due to compliance issues and was then ignored by the newly assigned advisor, Frank De Lio. Another reviewer warned that the company will "steal" your money and invest it without permission.
Company Technology and Feedback
On a more positive note, one reviewer praised the company's use of technology to aid advisors and clients, stating it is the best in the industry. This reviewer also appreciated the company's openness to feedback and suggestions, creating a partnership-like relationship.
Advisor Expertise
Two reviewers had positive experiences with their specific advisors, Andrea Tasevski and the company as a whole. They praised the expert advice and guidance provided, which helped them gain a clearer vision on how to manage their finances effectively.
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