Based on your investor profile, your financial situation, and your goals, we will customize an investment strategy for you.
This will be a strategy to help you build and maintain your wealth.
Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.
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 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.
Mike Sukhram, MBA, FMA, PFP, CIM | Financial Advisor
Carte Wealth Management Inc. | Main Street Advisor Group Inc.
(647) 800-4820 | firstname.lastname@example.org
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.