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.
Harvest Wealth is a trusted financial planning firm with deep roots in Nova Scotia. With over 100 years of combined experience, we’ve proudly supported families throughout the Annapolis Valley and other rural communities.
Our mission is to educate and empower individuals and families in all aspects of financial well-being. From retirement and insurance planning to tax strategies, business solutions, and estate planning—we offer a wide range of services tailored to your needs.
We’re passionate about seeing our communities thrive, and we believe real change starts with small, intentional steps. At Harvest Wealth, we walk alongside you to build a more secure and prosperous future.
Valerie can help you determine what financial well-being means for you and build a personalized action plan to help you achieve what’s important in your life.
Whether it be investing sustainably, generating income for life or building a wealth legacy, Valerie will help turn your goals into accomplishments.
We are a team of financial professionals with 60 years of experience helping members meet their financial goals. We are committed to consistently providing an exceptional level of service. Our substantial practice continues to grow, as does our expertise in financial planning and insurance protection services.
MacIntosh Financial Group is a personal financial planning firm based in British Columbia, Canada.
We serve clients on the Sunshine Coast, Vancouver and the Lower Mainland, and all over the province.