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Mike Sukhram
Mike Sukhram
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    • Home
    • 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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investment strategy

focusing on your needs and managing your risks

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 make no attempt to predict market direction but instead rely on fact-based indicators to determine what sectors to rotate into based on their relative strength.  


A weekly market update is sent to provide guidance. 

Investment Planning

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find out your investment risk tolerance

are you a risk taker?

Find out now with our  Grable & Lytton Risk Assessment Questionnaire

(thirteen questions - five minutes) 

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Portfolio Manager Interview

Alex Sasso 

Chief Executive Officer & Portfolio Manager 

NCM Asset Management Ltd 

Investment Planning

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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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