Minimum account size: $500,000+
Kusum Sen
What makes us unique?
At Carte Wealth Management Inc. and Carte Risk Management Inc. we understand that clients place value in solutions, not products. Clients are seeking an advisor who they can trust to coordinate their financial needs into a cohesive financial plan. We will support you, whether you need full strategic planning services or if you just need us to open some doors.
Our management team is always just a phone call away. We believe that each and every representative relationship starts with great planning and an outstanding service-oriented infrastructure.
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, New Brunswick, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Quebec and Saskatchewan, providing clients with mutual fund investment solutions.
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.
Ryan Neilsen
Derick Duchesne
Dérick Duchesne has been a Wealth Advisor and Portfolio Manager at National Bank Financial since October 2016. He holds a Bachelor in Business Administration – Finance from the Université du Québec en Outaouais and earned his Chartered Investment Manager (CIM®) designation in 2019. In 2022, he became a Responsible Investment Specialist (RIS) and an active member of the Responsible Investment Association. In 2023, he was recognized as a Fellow of the Canadian Securities Institute (FCSI®).
Dérick is known for his meticulous attention to detail and unwavering dedication to his clients’ financial well-being, which has helped him build long-term, trust-based relationships. He is always available to answer questions and share his extensive knowledge.
Outside of work, Dérick enjoys cycling and spending time outdoors with his spouse and three young children.
Sonia LeRoy
With 35 years of financial planning experience and expertise in responsible investing, Sonia is passionate about leading her clients to align their money with their values. A Certified Financial Planner (CFP®) a Registered Financial Planner (RFP), and a Responsible Investment Specialist (RIS), Sonia has been awarded the Wealth Professionals Advisor of the Year – Responsible Investments three times and is currently an excellence awardee for Wealth Professional’s Financial Literacy Champion Award and for Excellence in Philanthropy and Community Service. Sonia is co-author of Financial Success for Women by Women, and of two books about retirement planning forthcoming in 2025.
Connor Farrell
At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn’t fit all.
From investing in your children’s future, to planning or your own retirement or leaving a legacy, we are here to help you every step of the way.
We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth Personality profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.
As an associate planner with over 6 years financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that helps to balance living life today with setting goals for tomorrow.
William Cook
Jeremy Reedman
Trevor Miller
Jean-François Girard
Desjardins Securities is the brokerage firm of Desjardins Group, the largest cooperative financial group in Canada.
Following are the six key advantages that sets us apart from the competition:
1- Through our duly qualified wealth managers, you’ll have access to the largest pool of recognized wealth management specialists.
2- Since Desjardins is the second safest financial institution in the world, our brokerage firm guarantees you a highly secure environment.
3- Thanks to our exceptional Research Department, our wealth managers’ recommendations are always based on reliable data and detailed analyses.
4- To better respond to your investment needs, we offer you many exclusive products and services that can simplify your life.
5- Knowing that you don’t have a minute to waste on poorly designed online tools, we have made our secure site both user-friendly and efficient.
6- As Social commitment is an integral part of our values, each year we support many causes that contribute to the well-being of Quebec society.