Carte Wealth Management Inc.
Seema Sharma is a distinguished financial professional in Canada, currently serving as the President of Wealth & Estate Financial Canada Inc. since February 2017, while also functioning as an Executive Financial Planner at Carte Wealth Management Inc. Seema holds a Master of Business Administration from Western University and a Certified Financial Planner designation. Prior to their current roles, Seema Sharma spent nearly two decades at RBC Insurance, where responsibilities included Regional Vice President for market leadership and strategic consulting within Ontario West. Seema's earlier career included positions as District Manager at Mutual of Omaha and Office Manager at International Immigration Consultants. Seema Sharma's extensive experience encompasses recruitment, training, and management of financial professionals, demonstrating strong leadership and strategic vision in the financial industry.
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"