Investment Overview
Care Insurance & Finacial Services is a full service brokerage ideal for investors who want a one on one relationship with a dedicated and professional Investment Advisor. We will provide a comprehensive and personalized investment advice while keeping you involved in the key decisions about your portfolio.


Don't Forget to Plan Ahead

Changing careers or just finding a new job can be an exciting time, but it's also filled with a number of important decisions. What about insurance, your retirement plan, and taxes? A new job may open up many new opportunities, but overlooking a few seemingly simple financial issues could end up costing you thousands.

So, whether you're planning ahead for a career change or you're faced with a sudden job loss, being prepared is key in making sure you make the best decisions with your finances. A little bit of planning goes a long way.


Looking at the big picture

The key to effective Financial Advise is the ability to take into account all relevant aspects of your financial situation, and to identify and analyze the interrelationships among sometimes conflicting objectives. This unique integration of knowledge and skills across a broad range of topics distinguishes professional Financial Advise from other related financial advice. This requires the skills of a competent and ethical expert.


Finding the right financial planner

A financial planner is more than an investment advisor, more than an accountant or debt counselor. So how can you distinguish a competent and ethical financial planner? What is your due diligence to ensure you are hiring a professional planner who will act in your best interests?

Whether you are already working with a financial planner or you are looking to hire one, you can count on Care Insurance & Financial Services to help you to evaluate if your on the right path for your investments.

Always remember, your financial planner should be someone who you can trust and work with to attain your goals.

Carte Wealth Disclosure

Carte Wealth Management Inc is a mutual dealer and only mutual funds are provided through this dealer. Carte Wealth Management Inc is not responsible for any other service provided through Care Insurance & Financial Ltd.

Note:
Commissions, trailing commissions, management fees, and expenses all may be associated with mutual funds investments. Please read the prospectus before investing. Volatility is an integral part of equity markets. Fluctuations and possible short term losses are inevitable. Past performance is not a guarantee to future performance and the value of units purchased in particular investment funds and the yield from them can fall as well as rise.Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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