Carte Financial
425-6755 Mississauga Road L5N 7Y2 Mississauga, ON, Canada

October is Small Business Month and we salute youyour incredible passion, drive and dedication. Despite this challenging year of Covid-19, you continue to pursue your unique vision. We appreciate your important contribution to our communities. #smallbusiness #october #thankful

Thanksgiving is a time for pausing and giving thanks. It’s about focusing on the positive and these days the small, joyful moments and being grateful for what we have. Please take note of our holiday hours and enjoy the long weekend! #thanksgiving #grateful #givethanks #longweekend

Financial planning determines the product, the product does not determine the planning. It’s a subtle difference although some argue otherwise and one that inspired the founding of Carte Financial Group. Wealth Professional Canada Magazine - Oct 7, 2020 #cartefinancial ... https://www.linkedin.com//wealth-professional-canada_how-c See more

One way to beat an overcast day is to spend time outdoors and with great people! From our clients to our advisors, Carte treats each other like family (though a little friendly competition never hurt anyone!) To see some of our smiling faces in action, check out these photos from our golf tournament earlier this week.... #financialplanning #cartefinancial

Today marks the start of Rosh Hashanah, and with that we wish you a happy Jewish New Year! Shana Tova from everyone at Carte! #cartefinancial #shanatova

Happy labour day long weekend! Please be advised that our offices will be closed on Monday September 7th, 2020 for Labour Day. We will resume regular business hours on Tuesday September 8th, 2020 from 9:00 a.m. to 5:00 p.m. EDT Stay safe, practice social distancing, and enjoy the long weekend!

Carte Financial Group's golf tournament was a great opportunity to get outdoors, despite the overcast day! Thanks to Canada Protection Plan, Industrial Alliance Insurance and Financial Services, La Capitale and SSQ Assurance for participating in this fun day and thank you to our team for coming out. From our clients to our advisors, Carte treats each other like family (though a little friendly competition never hurt anyone!) Granite Ridge Golf Club delivered excellent service and a delicious lunch. Overall, a great day for everyone. #cartefinancial

Happy long weekend! Please be advised that our offices will be closed on Monday, August 3rd, 2020 for the Civic Holiday. We will resume regular business hours on Tuesday, August 4th, 2020 from 9:00 a.m. to 5:00 p.m. EDT. Stay safe, practice social distancing and enjoy the long weekend! #civicholiday #ohcanada #longweekend

Oh Canada! Let’s celebrate Canada Day this year but still respect social distancing. Enjoy this great resource which includes: how to watch virtual fireworks, virtual tours of celebrations across the country, learn more about the history of Canada with quizzes and challenge your familyor try out some fun & delicious Canadian recipes. Happy Canada Day! https://bit.ly/2NAHzB4 #CanadaDay #July1st #CanadaDayandCovid #celebratingCanadaDay #cartefinancial

We’re wishing all fathers and father figures a Happy Father’s Day! Between social distancing and quarantines, many traditional activities may not be possible. Here are 15 fun ideas to hang out with dad, even if you can't do it in person. http://ow.ly/zIgV50AdoCs

As we begin Father’s Day weekend, here are some great initiatives & opportunities for fathers to socialize, talk and access resources tailored to dads, as men become more involved in looking after their children. http://ow.ly/gpiT50AcAlO

69% of dads say they are providing companionship to their children during COVID lockdown, and almost half say they will continue to do so after restrictions are lifted. Great read as we celebrate Men’s Health Week. http://ow.ly/o9d950Acu1o #menshealthweek #menandcovid #fathers

Once again Carte receives the highest independent dealer score in the Investment Executive Dealer’s Report Card! Read about the keys to our success: https://bit.ly/3hMS0j8 The full Dealer Report: https://bit.ly/2Bm0uwD Investment Executive's article: https://bit.ly/2UTp9Qp

A study conducted in collaboration with Stanford University found that the worse financial shape we are in the more likely we are to have severe stress-related issues in our lives. Today marks the first day of Men's Health Week, but we hope everybody is frequently checking in with themselves and their health. Reach out to your financial advisor to help get control of your finances and prevent financial stress. Read more about the connection between health and wealth here... ...http://ow.ly/4pXx50A57f3 #financialplanning #stressfree #livefree #financialwealth

Don't be afraid of gaining control over your finances. Let us help you find your path to financial growth and winning! #thursdaythoughts #cartefinancial #carte #financialwealth #financialadvisors

With so much going around in the world, it is important that we take time to recognize our society's diversity. #BlackoutTuesday #BLM #BlackLivesMatter #justice #Peace #TheShowMustBePaused

Think about these COVID-19 implications if you are retired or nearing retirement. https://www.linkedin.com//how-covid-19-affect-your-retir/ #wealthmanagement #financialplanning #retirement #retirementplanning #retirementplan #finance

Have a happy and healthy long weekend filled with celebration, fireworks and birthday cake for Queen Elizabeth II ! Just a heads up that our offices will be closed for Victoria Day on Monday, May 18th. We will resume regular hours on Tuesday, May 19th.

Keeping busy but can't help feeling anxious? It’s understandable. This is a first for all of us. Here are some tips to help you ease anxiety and regain a sense of control during this tough time. https://www.linkedin.com//5-ways-calm-anxious-mind-durin/... #anxiety #mentalhealth #selfcare #finances #financialplanning #wealthmanagement

Watch this talk we did with Attingo and get all the best tips on #workingfromhome! https://www.facebook.com/attingo/videos/712994922772972

Did you know that today is National Teach Children to Save Day? National Teach Children to Save Day is a day where finance professionals go to student’s classrooms to teach children in grade K-12 how to make money grow! Now that some of us have our little ones at home, it’s the perfect time to teach our children how to save! Carte Financial Group believes that it’s never too early to talk about financial health! . . . .... . #finance #kids #workingfromhome #teachchildrentosaveday See more

Carte Wealth Management Inc. would like to send off a huge CONGRATULATIONS to Francine Dick and Jackie Porter for being nominated for the 2020 Wealth Professional Awards! These awards are to honour and recognize the achievements of business and wealth professionals in the field. We’re so proud to have not only one but TWO of our advisors recognized. Francine is nominated for Advisor of the Year Responsible Investments, and Jackie is nominated for the IFSE Institute Award for Financial Literacy Champion. We know this year has been a gloomy one, but we hope this news brings us all a little light! We know it definitely has brought some sunshine to Carte. #carte #cartefinancialgroup #cartewealth #wealth #wealthprofessionals #wpawards #business #womeninbusiness