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

Understanding "Your Big Picture"

Financial planning and Wealth Management

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. 

Book a meeting

Continuous Tracking of Financial Progress and Priorities

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.

Let's Get Started

Build Your Asset-Map

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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