I work for you as your Chief Financial Officer
counselling you on strategies that will help you build and maintain your wealth.
1.00% on assets totalling $1mil +
1.25% on assets $500k to under $1mil
1.50% on assets under $500k
Household assets include holdings of immediate family members.
Households under $500k may are best managed as transactional accounts.
Fees in non-registered accounts are tax-deductible.
Fees in registered accounts can be charged to non-registered accounts.
We use tried and true methods to optimize the risk and return characteristics of your portfolio based on your investor profile.
Holdings are screened amongst competing alternatives and then allocated based on their relative strength in the current market environment.
We rely on fact-based indicators to determine what sectors to rotate in and out of based on their relative strength.
Grable & Lytton Risk Assessment Questionnaire
(thirteen questions - five minutes)
November 4th, 2022
Alex Sasso
Chief Executive Officer & Portfolio Manager
NCM Asset Management Ltd
Mike Sukhram, MBA, FMA, PFP, CIM | Financial Advisor
Carte Wealth Management Inc. | Main Street Advisor Group Inc.
425-6755 Mississauga Rd., Mississauga ON L5N 7Y2
(647) 800-4820 | msukhram@msadviser.ca
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.
Answer a few questions and receive a plan in 5 minutes.
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