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Home > Financial Calculators

Head Office

425-6755 Mississauga Road Mississauga, ON L5N 7Y2

Business Hours

Monday to Friday 9:00 a.m. to 5:00 p.m.
Saturdays, Saturdays and Holidays Closed

Phone: (647) 458-5546
Email: melanie.kim@cartewm.com

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Copyright 2019 © Carte Wealth Management Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated your insurance contract.
*Insurance products and services provided through A&J Innovative Financial Services Inc. and Carte Financial Services Inc.
**Mutual funds provided through Carte Wealth Management Inc.

  • About Melanie Kim
  • My 360º Process
    • My 360 Process
      • Knowledge Base
      • Cash Flow Management
      • Risk Management
    • Col 2
      • Investment Planning
      • Estate Planning
      • Tax Planning
    • Image Column
  • Financial Calculators
  • Book An Appointment
  • My Blog
  • Client Login