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

Benefits for advisors who are joining

Being independent is empowering, but being part of a team is powerful. 


In addition to the unparalleled support of the Carte Financial Group:

  • Technology
  • Stable grid
  • Compliance and Branch Manager support
  • Extensive mutual fund, exchange-traded fund, alt fund, segregated fund and insurance offering

What you gain

Reduced pressure to meet targets

Reduced pressure to meet targets

Reduced pressure to meet targets

Work as a group and benefit from shared resources and its momentum.

Marketing

Reduced pressure to meet targets

Reduced pressure to meet targets

You will receive qualified leads to increase your investment and insurance business.


Marketing services:

  • Increased LinkedIn connections
  • Email campaigns
  • Video Marketing

Investment Research

Reduced pressure to meet targets

Investment Research

We are subscribed to an asset allocation service that provides relative strength analysis on different sectors.

business software

a corporate Presence

Investment Research

  • WealthBox - CRM
  • AssetMap - Planning
  • Life Design - Insurance analysis
  • SideDrawer - Document management

a corporate Presence

a corporate Presence

a corporate Presence

A corporate telephone number will be assigned to you. Callers will identify you as part of a team.


You will have your own personalized page on www.msadviser.ca with all of its resources.

Find out more

CARTE FINANCIAL GROUP

Carte Wealth Management Inc. and Carte Risk Management Inc.

Unparalleled support for independent advisors who are mutual fund and insurance licensed.

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.

  • Disclosures
  • Privacy
  • Conflict of Interest
  • Join the Group

What will your retirement look like?

Answer a few questions and receive a plan in 5 minutes.

Click here to find out

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