Carte Wealth Management Inc.
Ryan Simone, CLU, CHS, CFP, is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as a Certified Financial Planner at Carte Financial since August 2014, Ryan specializes in mutual funds, liquid alternative investments, segregated funds, and insurance solutions, collaborating with Carte Wealth Management Inc., Carte Risk, HUB Financial, and GroupQuest. Additionally, Ryan holds the position of Chartered Life Underwriter at Kleinburg Private Wealth Management since March 2014. Earlier career experience includes serving as a Teaching Assistant at Carleton University, where Ryan facilitated tutorials for first-year Geography students, and conducted learning workshops for students enrolled in geography courses. Ryan holds a Master of Arts in Geography and a Bachelor of Arts in Environmental Studies from Carleton University.
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"