Have you ever seen your entire financial picture on one page?
A bird's eye view of your entire financial situation allows us to have better discussions and outcomes.
We build a custom Asset-Map report for all of our clients and use it throughout our interactions to make sense of priorities, intentions, gaps, and improvement areas.
Your Asset-Map is a visual financial planning experience that helps us to make more informed decisions about your future.
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I am here to take away the burden of managing all components of a financial plan on your own, allowing you to spend time on the things that matter, like your family, travelling, or a favourite hobby.
To do this effectively I work with a team of tax specialists and investment professionals who assist me in customizing the wealth management strategies for my clients.
The strategies are customized to your situation. No off-the-rack planning here. And since customization requires a higher degree of collaboration, you will hear from me often.
We were with another financial company for the better part of 16 years, after having some issues and loss of trust, we were advised to speak with Mike Sukhram. Mike made us feel more secure and we have been with him a number of years now. We are extremely happy with his frequent contact and advice. He has surpassed our expectations of the relationship one should have with their financial advisor.
Mike truly takes the time to really know his clients which gives us every confidence that not just our financial goals are well understood but also our comfort level. He regularly provides updates and has always been available to answer any questions or to explain options within our portfolio(s). He has guided us well during and post the 2008 financial crisis and has been most careful in this current Trump bull market. Mike is constantly learning and taking meetings with Portfolio managers and understands needs assessment and has the Product and Service knowledge to help his clients succeed.
- AS and PS, Brampton, ON
When I attended Mike's seminars, I realized that I had a lot to learn about investments, wills, legacy and much more.
Mike's easy-going manner and very obvious knowledge of the money market and estate planning convinced me that he could keep my investments safe for my golden years as well as make my portfolio grow.
He has restored my faith in the Financial advisor/planner profession.
I am thankful for his hard work and dedication to his clients.
I want to say thank you for the professional service you have displayed towards both myself and wife.
The professionalism, knowledge, and attention given to our portfolio was second to none. Your approachable style and follow-up on our requests at times made it easy and comfortable to deal with you. My investments have performed well based on our discussions and strategies, and on your recommendations.
Thank you again and look forward to our continued business relationship.
- Desmond P., North York
I met Mike Sukhram back in 2009 when I was looking to open a Registered Disability Savings Plan account. I quickly learned that despite the account being available for about a year, only one of Canada's banks was able to open one and only senior advisors could handle such transactions. Enter Mike Sukhram.
Mike soon became a valued member of my "health team" as he was handling my future financial well-being and allowing me to put a lot of my anxieties to rest. Before long, he became my mother's financial advisor as well. He is now my parents' financial advisor and he has helped my sisters out by providing important information when they were buying their homes and planning their financial futures.
Mike has done a wonderful job handling my affairs. He is always ready to make a stop at my house for a meeting or if my signature is needed. Since my mobility has often been an issue, his willingness and ability to make things easier for me has been indispensable.
His expertise is far-reaching and ever-growing as he never shies away from studying and learning new things. I really appreciate that he is always encouraging me to ask questions or to seek clarification with him when I become confused with financial jargon in documents that I receive. He is always quick with responses to my emails even though I tend to be overly loquacious!
He is someone that I truly trust and rely on and I have no qualms recommending him to family and friends and anyone who will listen. He values his clients and his dedication and drive assures that he takes care of all of them just like I am sure he cares for his own family members.
- Jeanette, Brampton, ON
Mike was my financial advisor at my major bank.
When Mike moved over to Nour Private Wealth, I just had to move my investment portfolio along with Mike.
Mike is an attentive, persistent, and diligent person, He goes above and beyond my expectations. He is very knowledgeable and has extremely good insight into investing. He responds very quickly to my inquiries and needs.
He is soft-spoken, courteous, but makes his recommendations in a great explanatory manner, and spends a lot of time comparing results and options, just to make sure that is what I want.
- Alex, L., Etobicoke
Mike Sukhram, MBA, FMA, PFP, CIM | Financial Advisor
Carte Wealth Management Inc. | Main Street Adviser Group
905-891-7171 | firstname.lastname@example.org
Mutual Funds and ETFs 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.