Carte Blog

Honesty is the best policy with your financial advisor

29
Jan

Listen to this Podcast


Honesty is the best policy with your financial advisor

Money is a very personal topic that many people find difficult to discuss. One person with whom you have to talk about money is your financial advisor. In order for your advisor to help you to their fullest ability, you need to be 100% honest about your situation.

Full and accurate disclosure

Financial planning is a highly personalized process. Your advisor will ask you a number of questions when you start working together, in order to help you grow your wealth and enjoy financial security. It’s important that you disclose all the facts about your employment, financial holdings, expenditures, debts, risk tolerance, lifestyle and goals, and to keep your advisor updated with any changes.

Only with a complete and accurate picture of your financial and personal situation will your advisor be able to:

  • Recommend appropriate investments. With more investment options available than ever before, it’s important to choose those that are compatible with your investment timeline, your financial goals, your strategic preferences and your comfort with risk.
  • Ensure you are protected. A good financial plan includes the right types and amount of insurance to protect you and your family from the financial consequences of a misfortune.
  • Match a financial strategy to your needs. Every person has a different idea of what retirement looks like, and different goals for the journey that takes them there. Your financial advisor needs to look at the resources available to you and what you want from life, retirement and a legacy, to create a strategic plan to help you achieve the most from your financial assets.

For example, one of your advisor’s tasks is to develop and maintain a balanced portfolio. If you keep an investment property secret, for example, you could end up with a portfolio that’s over-weighted in one asset class because your advisor didn’t have full and accurate information, and miss out on strategies to help minimize taxation.

Feel comfortable with Carte

Your financial advisor is a partner who’s on your side. When you work with any professional, it’s important to choose someone you trust and feel comfortable working with, and who specializes in the areas most relevant to your situation.

At Carte Financial Group, we pride ourselves on the high calibre of our award-winning team. We were named the #1 firm in the Investment Executive (“IE”) Dealer’s Report Card 2019, where we were praised for the high quality of technology and other resources we provide our advisors.

You can also be confident that your Carte Financial Group advisor has access to a range of qualified professionals (such as tax and legal advisors) and will develop a comprehensive plan that puts your needs first.

Respectfully,

Kirk Purai
President, Carte Financial Group

2,606 thoughts on “Honesty is the best policy with your financial advisor”

  134. cbd vape oil says:

    I am the owner of JustCBD Store company (justcbdstore.com) and am planning to broaden my wholesale side of company. I am hoping anybody at targetdomain is able to provide some guidance . I thought that the most effective way to do this would be to talk to vape companies and cbd stores. I was hoping if anybody could recommend a trustworthy web-site where I can buy Vape Shop B2B Leads I am presently considering creativebeartech.com, theeliquidboutique.co.uk and wowitloveithaveit.com. Not exactly sure which one would be the very best option and would appreciate any support on this. Or would it be much simpler for me to scrape my own leads? Suggestions?

    Reply
  141. ATuserecy says:

    i need financial help who can help me i need loan fast need loan interest calculator on loans. i need financial help now i need a financial assistance 9000 02a0233 payday loans online texas bad credit, interest rate calculator for a loan. why do we need financial literacy loans online fast 400 get a loan online instantly, negative interest rates paid to borrow money, where can i get loan online in nigeria. cash advance america reviews online loans fast canada, loans online same day payment a payday loan online. i need financial help please interest rate calculator for student loans, where can i get a loan online borrow money low interest rate.

    Reply
  157. Scopiers says:

    The very next time I read a blog, Hopefully it doesn’t fail me just as much as this one. After all, Yes, it was my choice to read, nonetheless I really thought you would have something interesting to talk about. All I hear is a bunch of whining about something that you could fix if you weren’t too busy seeking attention.

    Reply
  158. Acopymn says:

    autocad 2020 free software buy autocad 2020 kitchen design software free download. what office software do you have experience with best free antivirus software 2020 for windows 7 help 2a02331 office software for free download, autocad 2020 software price in india. 2020 software company, voltcraft dso 2020 software download office software with outlook svci 2020 software download https //mega.nz/# ff4htkhy rppgnkf9mugkzarqdbiihlnzboey32ka5gtapjqe2wo. software development learnerships 2020 office software apple, office software discount.

    Reply
  160. White Maeng Da says:

    Oh my goodness! Impressive article dude! Thank you so much, However I am going through problems with your RSS. I don’t understand why I am unable to join it. Is there anybody else getting the same RSS issues? Anyone who knows the solution will you kindly respond? Thanx!!

    Reply
  166. Connie Ticknor says:

    You’re so interesting! I don’t believe I’ve truly read through a single thing like that before. So great to find another person with some unique thoughts on this subject. Really.. thanks for starting this up. This site is something that’s needed on the internet, someone with a bit of originality!

    Reply
  170. Server Pro North says:

    This is the right site for anyone who hopes to find out about this topic. You know so much its almost hard to argue with you (not that I really would want to…HaHa). You certainly put a new spin on a topic that’s been written about for decades. Great stuff, just excellent!

    Reply
  171. E Backers says:

    Everything is very open with a really clear description of the issues. It was definitely informative. Your site is extremely helpful. Thanks for sharing!

    Reply
  177. Free Reverse Phone says:

    Hi! I could have sworn I’ve been to this website before but after looking at some of the articles I realized it’s new to me. Anyways, I’m certainly happy I came across it and I’ll be book-marking it and checking back regularly!

    Reply
  178. Eadjoumn says:

    warts on face salicylic acid wart treatment on feet. warts on face and neck treatment treatment of wart on foot best wart remover warts removal nhs, treatment for warts removal. treatment of warts on fingers treatment of warts on foot, treatment for genital warts cvs. best wart removal boots, viral warts on hands genital warts freeze treatment. wart remover discs how to treat warts on hands naturally, wart or zit on face removing warts yourself. treatment for plantars warts on the foot, treating genital warts at home. wart treatment burning, how to remove warts near eye safe treatment genital warts during pregnancy. treating warts on feet with apple cider vinegar wart remover reviews, warts treatment bazuka treatment for warts under nails. treatment warts drugs, warts removal treatment. periungual warts on hands treat warts hands umis b62_edf wart remover heb. treatment for plantar warts on fingers treatment for genital warts not working unes warts treatment by patanjali warts treatment guidelines.

    Reply
  180. Appliance Repair says:

    Hi there! I could have sworn I’ve visited your blog before but after browsing through a few of the posts I realized it’s new to me. Nonetheless, I’m certainly pleased I found it and I’ll be book-marking it and checking back frequently!

    Reply
  181. Three Fat says:

    Howdy, I think your web site could possibly be having browser compatibility issues. Whenever I look at your web site in Safari, it looks fine but when opening in IE, it’s got some overlapping issues. I simply wanted to give you a quick heads up! Aside from that, great website!

    Reply
  183. Primato says:

    Howdy! I just would like to offer you a huge thumbs up for the excellent information you have got right here on this post. I am returning to your site for more soon.

    Reply
  184. Bscettaxy says:

    loan online near me i need a loan with bad credit need loan average interest rate to borrow money. borrow loan online in kenya apply for a personal loan online with bad credit, a loan online. i need financial aid for college whats the interest rate on a loan 3000 50b61_2 borrow money at a low interest rate, need financial help today, loans and interest calculator. cash advance loans online reviews online loans near me, interest rates banks pay to borrow money payday loans online texas bad credit. apply for loans online near me borrow loan online without collateral, interest rate calculator for a car loan flex loans online near me.

    Reply
  189. Ar Salaan says:

    Howdy! This post could not be written any better! Going through this article reminds me of my previous roommate! He constantly kept preaching about this. I will send this article to him. Fairly certain he’ll have a very good read. Thank you for sharing!

    Reply
  198. Phoenix website design says:

    Having read this I thought it was really informative. I appreciate you taking the time and effort to put this article together. I once again find myself personally spending way too much time both reading and leaving comments. But so what, it was still worth it!

    Reply
  205. Fat Fish says:

    You have made some good points there. I looked on the internet for additional information about the issue and found most individuals will go along with your views on this site.

    Reply
  213. Serene Media says:

    I’d like to thank you for the efforts you’ve put in penning this site. I really hope to see the same high-grade content from you later on as well. In fact, your creative writing abilities has inspired me to get my own, personal blog now 😉

    Reply
  216. Baby Paradise Store says:

    Hello there, I do think your blog could possibly be having browser compatibility issues. When I look at your blog in Safari, it looks fine however when opening in Internet Explorer, it has some overlapping issues. I merely wanted to give you a quick heads up! Besides that, fantastic site!

    Reply
  225. 1800 Granola says:

    You’ve made some really good points there. I looked on the internet for more info about the issue and found most individuals will go along with your views on this site.

    Reply
  229. viagra buy says:

    In Staffing, anytime, so abstract are the agents recommended by means of the quantity’s best bib rank to suborn cialis online forum unheard-of that the turning up urinalysis of lump outstanding at tests to have all the hallmarks the notation gradual, forms to earmarks of its prevalence. viagra online pharmacy cheap generic viagra

    Reply
  266. Online Chat US says:

    Hello, I believe your website might be having browser compatibility problems. Whenever I look at your site in Safari, it looks fine but when opening in Internet Explorer, it has some overlapping issues. I merely wanted to give you a quick heads up! Apart from that, excellent blog!

    Reply
  272. Top Forma says:

    Hi, I do think this is a great website. I stumbledupon it 😉 I’m going to revisit yet again since I book marked it. Money and freedom is the greatest way to change, may you be rich and continue to help others.

    Reply
  281. Hotspot Shield says:

    Can I just say what a comfort to discover a person that really knows what they are discussing on the net. You definitely know how to bring a problem to light and make it important. More and more people really need to read this and understand this side of your story. I can’t believe you’re not more popular given that you surely possess the gift.

    Reply
  286. Carrie Evans Photo says:

    After checking out a few of the blog posts on your site, I truly appreciate your technique of writing a blog. I bookmarked it to my bookmark site list and will be checking back in the near future. Please visit my web site too and let me know your opinion.

    Reply
  290. Rentex says:

    When I originally commented I seem to have clicked on the -Notify me when new comments are added- checkbox and from now on each time a comment is added I get 4 emails with the exact same comment. Perhaps there is a means you are able to remove me from that service? Thanks!

    Reply
  292. RV Travel Central says:

    Having read this I thought it was extremely informative. I appreciate you spending some time and effort to put this content together. I once again find myself spending way too much time both reading and commenting. But so what, it was still worth it!

    Reply
  302. Office 365 crack says:

    Oh my goodness! Impressive article dude! Thanks, However I am experiencing difficulties with your RSS. I don’t know why I am unable to subscribe to it. Is there anybody else getting the same RSS problems? Anybody who knows the solution can you kindly respond? Thanks!!

    Reply
  310. Fly US Anywhere says:

    Oh my goodness! Awesome article dude! Thank you, However I am going through troubles with your RSS. I don’t understand the reason why I can’t subscribe to it. Is there anybody else getting the same RSS problems? Anyone that knows the answer will you kindly respond? Thanks!!

    Reply
  311. Airecare Knoxville says:

    Hi! I could have sworn I’ve visited this blog before but after going through a few of the posts I realized it’s new to me. Anyways, I’m definitely delighted I discovered it and I’ll be book-marking it and checking back often!

    Reply
  315. Plasma Cutter Pro says:

    I have to thank you for the efforts you’ve put in penning this blog. I really hope to see the same high-grade blog posts by you later on as well. In fact, your creative writing abilities has motivated me to get my very own blog now 😉

    Reply
  318. Additional information says:

    Hello! I could have sworn I’ve visited this web site before but after going through a few of the posts I realized it’s new to me. Anyways, I’m definitely delighted I found it and I’ll be bookmarking it and checking back regularly!

    Reply
  320. massive male enhancement says:

    Does your blog have a contact page? I’m having problems locating it but, I’d like to shoot you an e-mail. I’ve got some suggestions for your blog you might be interested in hearing. Either way, great blog and I look forward to seeing it grow over time.|

    Reply
  323. DFX Audio Enhancer says:

    You are so awesome! I don’t suppose I’ve truly read a single thing like that before. So wonderful to discover someone with a few unique thoughts on this issue. Seriously.. many thanks for starting this up. This website is one thing that’s needed on the internet, someone with a little originality!

    Reply
  324. homeguides.sfgate.com says:

    Hi there, just became aware of your blog through Google, and found that it is really informative. I’m going to watch out for brussels. I will appreciate if you continue this in future. Numerous people will be benefited from your writing. Cheers!|

    Reply
  325. corporate business loan says:

    After looking over a handful of the blog posts on your web site, I really like your way of writing a blog. I bookmarked it to my bookmark site list and will be checking back in the near future. Take a look at my web site too and let me know how you feel.

    Reply
  330. Joey Gable says:

    Hi, I do think this is a great site. I stumbledupon it 😉 I am going to revisit yet again since i have book-marked it. Money and freedom is the best way to change, may you be rich and continue to guide other people.

    Reply
  331. iptvprivado says:

    I’d like to thank you for the efforts you have put in penning this website. I really hope to view the same high-grade content from you later on as well. In truth, your creative writing abilities has inspired me to get my own, personal site now 😉

    Reply
  334. Umut Alpaslan says:

    Greetings, I do think your site could possibly be having internet browser compatibility problems. When I look at your web site in Safari, it looks fine however when opening in Internet Explorer, it has some overlapping issues. I merely wanted to provide you with a quick heads up! Apart from that, fantastic website!

    Reply
  337. Siesta Botanicals says:

    May I simply just say what a comfort to find a person that truly understands what they’re discussing on the net. You actually realize how to bring an issue to light and make it important. More people ought to check this out and understand this side of your story. I was surprised you are not more popular given that you definitely have the gift.

    Reply
  339. Automotive Stuff says:

    Nice post. I learn something totally new and challenging on websites I stumbleupon every day. It will always be useful to read articles from other authors and use something from other websites.

    Reply
  341. ALicHoorn says:

    read about transmission, incubation period, and treatment antiviral meds herpes online farmacia comprar cialis viagra viagra sin receta antiviral treatment for influenza. antiviral drug definition microbiology antiviral meds herpes 2020 6_45df3 , antiviral medication for flu over the counter. do antivirals work for flu, does yeast infection treatment affect period.
    En linea farmacia la viagra sin receta antiviral meds for shingles, antiviral treatment for influenza. antiviral flu medication for toddlers, ear infection treatment natural antiviral drug for flu. En linea farmacia comprar tadalafil site what is an antiviral drug why is it different from an antibiotic, does yeast infection treatment affect period. antiviral treatment in flu, antiviral drugs for flu does yeast infection treatment cause discharge.

    Reply
  353. lucycat tumblr says:

    I’m impressed, I have to admit. Seldom do I come across a blog that’s both educative and amusing, and let me tell you, you’ve hit the nail on the head. The issue is something too few folks are speaking intelligently about. I’m very happy I stumbled across this in my search for something relating to this.

    Reply
  354. Atreapbab says:

    what is a logical antiviral drug target in retroviruses do antivirals help shingles online farmacia comprar viagra generico viagra sin receta antiviral medicine for shingles. what is a logical antiviral drug target in retroviruses antiviral drugs for flu safe during pregnancy 2019 96377b7 , combination medication for the treatment. antiviral treatment for hiv, treatments for the illness, which, because it is a virus.
    En linea farmacia la comprar viagra a promising antiviral covid-19, anti viral treatment for influenza virus. coronavirus antiviral, an antiviral drug brainly antiviral drug defined. Online farmacia barato viagra sin receta site as the public health crisis, antiviral drugs for cats. natural antiviral remedies for flu, successfully to tackle coronavirus antiviral meds for shingles side effects.

    Reply
  371. Bank Routing Number Finder says:

    Hello, I think your website could be having web browser compatibility problems. When I take a look at your web site in Safari, it looks fine however, when opening in Internet Explorer, it has some overlapping issues. I simply wanted to give you a quick heads up! Besides that, great website!

    Reply
  375. Brian Vansoest says:

    What’s Happening i am new to this, I stumbled upon this I’ve found It absolutely helpful and it has aided me out loads. I hope to contribute & assist other users like its aided me. Great job.

    Reply
  383. see it here says:

    Hello, i think that i saw you visited my site thus i came to ìreturn the favorî.I’m trying to find things to improve my website!I suppose its ok to use some of your ideas!!|

    Reply
  402. MonroeSuicy says:

    Hello. And Bye. can you buy viagra sublingual
    what’s the difference between viagra and cialis buy viagra oral jelly with prescription http://www.viagra-online-withoutprescription.org/ buy cheap viagra with fluoxetine
    donde puedo comprar viagra en usa
    when viagra doesnt work
    buy cheap viagra with dapoxetine online
    how to get viagra sublingual over the counter
    viagra strips street price
    can i buy viagra gold over the counter
    cheap viagra plus

    Reply
  404. Shana Baghdasarian says:

    Hello! I just wanted to ask if you ever have any trouble with hackers? My last blog (wordpress) was hacked and I ended up losing a few months of hard work due to no back up. Do you have any methods to protect against hackers?

    Reply
  406. Lisette Abare says:

    We are a group of volunteers and starting a new scheme in our community. Your website offered us with valuable info to work on. You have done an impressive job and our whole community will be grateful to you.

    Reply
  417. MonroeSuicy says:

    Hello. And Bye. online viagra soft
    does insurance cover viagra buy viagra soft tabs with free samples http://www.viagra-online-withoutprescription.org/ buy viagra super force online without prescription
    buy viagra with fluoxetine online without a prescription
    can you get viagra with fluoxetine over the counter
    where to buy cheap viagra plus
    order viagra oral jelly online
    does viagra keep you hard after you come
    viagra with fluoxetine online usa
    taking half a viagra for fun

    Reply
  418. iodine as liquid says:

    Pretty component to content. I simply stumbled upon your blog and in accession capital to say that I acquire in fact loved account your blog posts. Anyway I’ll be subscribing in your augment or even I fulfillment you get entry to constantly fast.

    Reply
  425. Tecs Print says:

    I seriously love your website.. Very nice colors & theme. Did you create this web site yourself? Please reply back as I’m looking to create my own personal site and want to find out where you got this from or just what the theme is named. Many thanks!

    Reply
  426. liquid iodine formula says:

    Thank you for some other informative site. The place else could I get that type of information written in such a perfect approach? I’ve a challenge that I’m just now working on, and I’ve been on the glance out for such information.

    Reply
  427. vodmedapjkut says:

    milwaukee county case search jpaqgtrmplxa delaware court case search el paso county case search franklin county municipal court case search maryland judiciary case search broward case search
    maryland judiciary case search seminole county case search maryland judiciary case search indiana case search cook county circuit court case search cllozhdsbdel new york case search
    maryland judiciary case search maryland judiciary case search maryland judiciary case search sd case search pennsylvania judiciary case search public records

    Reply
  435. Robt Laurenceau says:

    Whats rough now is how the systematic approach to life is not fixed. You know what I mean? It is nearly as if we crawl through the life experience with blinders on, not appreciating the true meaning of our own lives.

    Reply
  439. see this says:

    I have been exploring for a little for any high quality articles or weblog posts in this sort of house . Exploring in Yahoo I eventually stumbled upon this web site. Reading this information So i am glad to exhibit that I’ve an incredibly just right uncanny feeling I discovered exactly what I needed. I most unquestionably will make sure to do not forget this web site and provides it a look regularly.

    Reply
  440. wilferdseo says:

    سایت tatalbet
    سایت شرط بندی دوبیکس بت
    سایت hotbet
    سایت پیش بینی فوتبال bet90
    سایت شرط بندی تاک تیک
    سایت ace90
    سایت شرط بندی حضرات
    سایت شرط بندی امیر تتلو
    سایت بت فوروارد
    سایت تهران بت
    سایت شرط بندی تاینی بت
    wolfbet
    سایت جت بت
    سایت funbet24
    سایت شرط بندی بت لند
    بازی انفجار
    سایت پیش بینی فوتبال takbet
    سایت لایو بت
    سایت شرط بندی تتل بت
    سایت سیگاری بت
    سایت جم بت 90
    شرط بندی گرگ بت
    شرط بندی abt90
    ورود به tatal bet
    سایت شرط بندی بتادین
    سایت sharkbet
    سایت وان ایکس بت
    شرط بندی لاتی بت
    سایت پیش بینی بت 45
    شرط بندی وین 90
    سایت شرط بندی انلاین tatalbet
    سایت تتل بت
    سایت شرط بندی تتلو

    Reply
  443. Eneida Dednam says:

    Can I merely say such a relief to discover somebody who really knows what theyre dealing with on the net. You actually have learned to bring a worry to light and make it important. The diet should check out this and fully grasp this side with the story. I cant believe youre less well-known simply because you undoubtedly develop the gift.

    Reply
  451. ginger capsules migraine says:

    Its like you learn my mind! You appear to understand so much approximately this, like you wrote the guide in it or something. I feel that you just could do with a few to pressure the message home a little bit, however other than that, this is magnificent blog. A fantastic read. I’ll definitely be back.|

    Reply
  454. liquid stevia now says:

    Hi, I do think this is a great website. I stumbledupon it 😉 I may return once again since i have book-marked it. Money and freedom is the best way to change, may you be rich and continue to guide others.

    Reply
  455. Janisjdse says:

    Hello, i read your blog from time to time and i own a similar one and i was just curious if you get a lot of spam comments? If so how do you prevent it, any plugin or anything you can advise? I get so much lately it’s driving me crazy so any help is very much appreciated.

    Reply
  457. fiverr reviews says:

    Hello just wanted to give you a quick heads up. The words in your content seem to be running off the screen in Ie. I’m not sure if this is a format issue or something to do with internet browser compatibility but I thought I’d post to let you know. The layout look great though! Hope you get the issue resolved soon. Kudos|

    Reply