MISSISSAUGA, ON, June 20, 2019 /CNW/ - Carte Wealth Management Inc. ("Carte Wealth") is delighted to announce that it was the top-ranking firm in the Investment Executive ("IE") Dealer's Report Card 2019, topping out the list of 10 other firms with an IE rating of 8.8.
"This is the first year that our firm has been included in the survey, and I am thrilled that we have ranked in the number one spot," says Kirk Purai, President of Carte Wealth Management Inc. "I am incredibly proud of the hard work of our management team and staff to deliver an advisor experience that is literally second to none."
The results were based on surveys of 512 investment advisors, of whom 30 are affiliated with Carte Wealth. Participants were asked to rate their firms from zero to 10 on a series of criteria.
Carte Wealth scored particularly well in areas including "support for mobile technology and the mobile advisor," "receptiveness to advisor feedback" and "effectiveness in keeping advisors informed." One advisor quoted in the June issue of IE noted the "amazing communication" from Carte Wealth. Some of the techniques used by the firm include a weekly Sunday recap email, a monthly podcast and educational sessions with guest speakers.
Furthermore, advisors at Carte Wealth consider their firm to be technology leaders, thanks to recently implemented cutting-edge software, including a robust CRM platform that provides content for advisors to send clients.
Advisors also commended the firm's ethics, the quality of product offering and the freedom to make objective product choices. One advisor quoted in the June issue of IE said, "I really like the corporate culture. They're focused on bringing more women advisors on board. You get all the freedom you need to run your own business with support from the firm."
"The balance of independence and top-notch support for our advisors is important to us," says Kirk Purai. "We think it's what makes Carte Wealth Management Inc. best in class and we will continue our commitment to this approach in the future."
About Carte Financial Group
Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, Quebec and Saskatchewan, providing clients with mutual funds, Exchange-Traded Funds (ETFs), principal protected notes (PPNs), guaranteed investment certificates (GICs), and private placement. Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions.
Carte is ranked as the #1 Full-Service Independent Dealer. Are you ready to grow your business? Carte cares, just ask our advisors! https://cartepartners.ca
SOURCE Carte Wealth Management Inc.
For further information: Sharen Skene, Client Experience Manager, Direct: 905-766-9443 Email: [email protected]