LEGAL

*Mutual fund provided by Carte Wealth Management Inc.

**Life Insurance products & services provided by Carte Financial Services Inc. and Kabis & Associates Inc.

***Mortgages products & services provided through Dominion Lending Centre Valko Financial Ltd.

Commissions, trailing commissions, management fees and expenses may all 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 with your insurance contract.

BUSINESS ACTIVITY DISCLOSURE

As a Carte Wealth Management Inc. Representative I am engaged in various business activities including being a registered Mutual Funds Salesperson, a licensed Life Insurance Advisor, a licensed Mortgage Broker and a Director/Owner of a company and represent separate companies for each purpose. As such, you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration also varies with the products purchased, or services rendered. I will be representing Carte Wealth Management Inc. for the sale of mutual fund products and will provide you with the name of the entity that I represent while conducting business as a licensed Life Insurance Advisor, as a licensed Mortgage Broker and as a Director/Owner. The business activities relating to my position as a licensed Life Insurance Advisor, my position as a licensed Mortgage Broker and my position as a Director/Owner is not the business of, or under the supervision of Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.

I, Andrei Tasevski, am a registered mutual fund salesperson represented by Carte Wealth Management Inc.

1. I am also a licensed Life Insurance Advisor with Kabis & Associates Inc., Carte Financial Services Inc. and Legacy Life Insurance and Financial Services, insurance managing general agencies, and with Endless Financial Solutions Inc., an insurance associate general agency. Any activity relating to my occupation as a licensed Life Insurance Advisor is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.

2. I am also a licensed Mortgage Broker with Valko Financial Ltd. o/a Dominion Lending Centres Valko Financial, a mortgage brokerage. Any activity relating to my occupation as a licensed Mortgage Broker is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.

3. I am also the Director/Owner of AWealth Inc., an entity through which I place my life insurance business, an entity to which my life insurance and mutual fund commissions are paid and an entity whose name I use as a trade name when conducting mutual fund related business. Any activity relating to my occupation as a Director/Owner is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.

I, Andrei Tasevski, wish this distinction to be clear, and if you are not sure of the difference, let us discuss it, or I can suggest sources from which you can obtain the necessary explanation. Our self‐regulatory organization, The Mutual Fund Dealers Association of Canada (“MFDA”), has rules which state that the distinction between these business activities must be clear and that you understand the difference for the purposes of this transaction.

FINANCIAL PARTNERS

AWealth has an extensive and trustworthy network of financial partners in Canada to meet your investment, insurance, and mortgage needs.

WHICH AWEALTH PLAN IS RIGHT FOR ME?
INVESTMENT
INSURANCE
MORTGAGE

Contact Us

Phone:
(416) 666-7264
Email:
info@awealth.ca
Web:
www.awealth.ca

Address:
425 – 6755 Mississauga Road
Mississauga, ON L5N 7Y2
Business Hours:
Monday-Friday: 9:00 – 20:00
Saturday-Sunday: 9:00 – 17:00

*Mutual fund provided by Carte Wealth Management Inc. **Life Insurance products & services provided by Carte Financial Services Inc. and Kabis & Associates Inc. ***Mortgages products & services provided through Dominion Lending Centre Valko Financial Ltd.

Commissions, trailing commissions, management fees and expenses may all 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 with your insurance contract.

Copyright © AWealth. All Rights Reserved. Website Design by Retailors Group. Legal | Privacy Policy.

 

Call Now Button