Carte Wealth Management Inc.
Kevin Purnell is an experienced financial professional with a diverse background in wealth management and insurance. Currently serving as a Financial Planner at Carte Wealth Management Inc. since August 2019 and as an Executive Director at Experior Financial Group, Kevin specializes in mutual funds and life insurance products. Prior to these roles, Kevin worked as a Mutual Fund Representative at DeThomas Wealth Management and held various positions including Sales Manager at Canada Loyal Financial and Senior Marketing Director at WFG - World Financial Group. Kevin's career began as a Regional Vice President at Primerica, where responsibilities included mentoring and training sales teams. Kevin's education includes a focus on investment management from the Investment Funds Institute of Canada and studies at Brigham Young University - Idaho.
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Carte Wealth Management Inc.
Carte Financial is one of the firms with the highest IE rating in Investment Executive’s Dealers’ Report Card in each of the past five years. Carte Financial has bolstered its place as one of Canada’s leading financial services companies and the #1 choice for independent advisors in technology, experience, and freedom. Started in 2007 by Kirk Purai - Founder and CEO, Carte offers unmatched support to financial advisors by providing best-in-class tools, technology, marketing, and compliance; empowering them with the edge to provide the best service to their clients, reducing their administrative workload, and helping them grow & scale their business. Led by Maria Jose Flores – President and CCO, Carte Wealth Management empowers advisors with access to a wide choice of financial products including various investment products from numerous carriers, giving them the ability to offer the best solutions to meet their clients’ needs. The company has an unwavering commitment to setting the industry standards in supporting independent advisors and delivering the ultimate advisor experience of true independence, choice, technology, and scale backed by the strength and the stability of an industry leader. Carte is truly the home of independent advisors where they can thrive and take their business to the next level. Reach out to Carte today to see how you can be part of a winning team."Investment Executive"