Daniel Calligan

Financial Planner
Carte Wealth Management

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)

Certified Financial Planner specializing in Responsible Investments and Investment Income Planning.

Services Offered in RI
  • Insurance & risk planning
  • Investment management
  • Financial planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Ontario