Living an elegant life will require secured financial background. Elegant Financial strives hard to ensure each client a solid financial foundation for their future endeavours. Our professional team comprises of financial planners, investment advisors, insurance agents, and estate planners. We care about the interests of our clients and we value the bond between us. This bond helps us, help you grow towards your financial freedom.
Elegant Financial is the partner of Carte Wealth Management Inc and Carte Risk Management Inc, overseeing the development of the Asian market across Canada, as well as recruiting agent for training, expanding services to advisors and clients.
Life Insurance Partners
|Assumption Life||BMO Insurance|
|Canada Life||Canada Protection Plan|
|Desjardins Financial Security||Edge Benefits|
|Empire Life||Equitable Life of Canada|
|Foresters||Humania Assurance Inc|
|La Capitale||IA Excellence|
|SSQ||Sun Life Financial|
Wealth Management Partners
|Fidelity Investments||Mackenzie Financial Corp|
|RBC Global Asset Management||CI Investments Inc|
|TD Asset Management||Investco Trimark Investments|
|BMO Global Asset Management||Franklin Templeton Investments|