One of the most critical aspects of our financial planning process is ensuring that we understand you. Seeing the big picture is essential to our ongoing communication and guidance.
Financial and Investment Planning starts with a custom Asset-Map Report for all of our clients’ households and use it throughout our interactions to make sense of priorities, intentions, gaps, and improvement areas.
We start by creating a visual experience that displays your household: who is important to you, what resources will be available - both now and in the future - to use towards your financial goals. The Asset-Map process can help us make more informed financial planning and wealth management decisions about your future.
A Target-Map helps us identify funding gaps toward your financial goals. It helps you make better financial decisions to meet your various financial goals.
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.