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
  • Financial planning
  • Insurance & risk planning
  • Investment management
Minimum Account Size

<$100,000

Investor Type Dealt With

Individual

Type of License

MFDA

Provinces Licensed In
  • Ontario