Carte Wealth Management Inc.
Shivinder Aujla, PFP, CFP, is an experienced financial professional serving as the Owner and Certified Financial Planner at Beacon Financial Solutions Inc. since March 2010, where a strong emphasis on customized financial planning is emphasized. Additionally, Shivinder Aujla has been a Certified Financial Planner at Carte Wealth Management since 2011 and has contributed to team growth and support for advisors. From August 2011 to July 2017, Shivinder Aujla worked as a Part-Time Faculty member teaching Business and Wealth Management at Sheridan. Prior financial experience includes roles as a Financial Services Representative at CIBC and a Financial Consultant at Investors Group Financial Services Inc. Shivinder Aujla holds a Bachelor of Commerce in Finance from Ryerson University, obtained between 2005 and 2008.
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"