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Ancaster Office

301 - 81 Wilson Street West, Ancaster ON L9G 1N1

Phone: (289) 204-2374
Fax: (289) 239-8338
Email: stephen.chow@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 & services provided through Carte Risk Management Inc. and Financial Horizons Group
**Mutual funds provided through Carte Wealth Management Inc.

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