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dual occupation disclosure

 As a Carte Wealth Management Inc. representative I may be dually licensed for the sale of mutual funds and insurance products and may represent separate companies for each purpose. As such, you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration may also vary with the particular products/services purchased.

I will be representing Carte Wealth Management Inc. for the sale of mutual fund products and I will provide you with the name of the entity that I represent while conducting insurance related business. The sale of insurance products, and preparation of tax returns, is not the business of, or under the supervision of Carte Wealth Management Inc. and Carte Wealth Management Inc. will not be liable or responsible for such activities. I am a mutual fund investment advisor representated by Carte Wealth Management Inc.

I am also an insurance agent represented by Manulife, HUB Financial Inc., Travelance, 21st Century Travel Insurance Limited, TruFinancial Consultants, HL Bayview, SmartLife Financial, Transamerica Life, Canada Life and EDGE Benefits.