Mike Sukhram
Mike Sukhram
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    • Home
    • Client
      • Client Login
      • Newsletters
      • Client Update Form
      • Our Process
      • 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
    • Videos
    • GIC Rates
  • Home
  • Client
    • Client Login
    • Newsletters
    • Client Update Form
    • Our Process
    • 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
  • Videos
  • GIC Rates

Investment & Retirement Planning

I work for you as your Chief Financial Officer 

counselling you on strategies that will help you build and maintain your wealth.

Fees

Tiered fee structure

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.

focusing on your needs and managing your risks

Investment and retirement needs and risk factors.

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.  

find out your risk score

Grable & Lytton Risk Assessment Questionnaire

(thirteen questions - five minutes) 

Take the test

Market Commentary

November 4th, 2022

Portfolio Manager Interview

Alex Sasso 

Chief Executive Officer & Portfolio Manager 

NCM Asset Management Ltd 

Investment Planning

Find out more

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.

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