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The most critical aspect of our financial planning process is understanding you.
Seeing the big picture is essential to our ongoing communication and guidance.
Financial and Investment Planning starts with a customized report for all of our clients’ households, and we use it throughout our interactions to make sense of priorities, intentions, gaps, and improvement areas.
We start by creating a visual experience that displays your household: who is important to you, what resources will be available - both now and in the future - to use towards your financial goals. This visual process can help us make more informed financial planning and wealth management decisions about your future.
Targets help us identify funding gaps toward your financial goals. It enables you to make better financial decisions to meet your various financial goals.
Mike Sukhram, MBA, FMA, PFP, CIM | Financial Advisor
Carte Wealth Management Inc. | Main Street Advisor Group Inc.
1000-2680 Skymark Avenue, Mississauga, ON L4W 5L6
Mutual Funds and ETFs are 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.
Mike Sukhram is a financial advisor in Mississauga serving clients in the GTA, Oakville, Brampton, Etobicoke, Toronto, and Burlington areas. He specializes in investments and insurance strategies to help professionals, executives and business owners with their retirement plans.