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"

Investment Management

Carte Wealth Management Inc.

Kirk Purai

Pat Pugliese

Evan Wan

Maria Jose Flores

The Financial Planning Team at Carte Wealth Management Inc. is dedicated to delivering personalized financial strategies tailored to each client's unique goals and circumstances. Comprising seasoned professionals like Executive Financial Planners and Certified Financial Planners, the team collaborates closely to analyze clients' financial situations, recommend investment products, and ensure comprehensive planning services. Their expertise empowers independent advisors to provide exceptional value, fostering long-term relationships while optimizing client financial outcomes.

Financial Planning Team

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Team members