Carte Wealth Management Inc.
Pat Pugliese, CFP, is a seasoned financial professional with extensive experience in various aspects of financial planning. As the founder of Pat Pugliese since May 2018, and a financial planner and branch manager at Carte Wealth Management since June 2003, Pat specializes in areas such as cash flow planning, investment planning, retirement planning, tax planning, estate planning, and insurance planning. Prior experience includes roles at TD as a Dividend Posted Officer and at Transamerica Life Insurance Company in back office support, as well as a VP Sales position at Student Improvements. Educational credentials include a Bachelor of Commerce in Finance from Brock University, a Bachelor of Business Administration in Marketing from George Brown College, and a Bachelor of Business Administration in Accounting and Business/Management from Northern College of Applied Arts and Technology.
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"