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Mike Sukhram
Mike Sukhram
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    • Client
      • Client Login
      • Weekly Market Updates
      • Client Update
      • Investor Profile
      • Insurance Needs Analysis
      • Life Insurance Questions
    • Services
      • Investment Planning
      • Insurance Planning
      • Estate Planning
      • Group Plans
      • Group Legal Benefits
    • Self-Serve
      • Travel Insurance - Tugo
      • Travel Ins - Manulife
      • Health & Dental Insurance
      • Critical Illness Ins.
    • Contact

Call (905) 891-7171


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Disclosures

Please reach us at msukhram@msadviser.ca if you cannot find an answer to your question.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 


Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 

Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. 


A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. 


A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. 


Commissions, trailing commissions, management fees and expenses may be associated your insurance contract.


*  Mutual funds provided through Carte Wealth Management Inc

** Insurance products and services provided Carte Risk Management Inc.

** Banking products & services offered through referral arrangement


This document will be provided to you once you are contracted with us. 


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Mike Sukhram, MBA, FMA, PFP, CIM | Financial Advisor 

Carte Wealth Management Inc. | Main Street Adviser Group

425-6755 Mississauga Rd., Mississauga ON L5N 7Y2

905-891-7171 | msukhram@msadviser.ca


 

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.

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  • Conflict of Interest

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