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Why Elegant

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
Industrial Alliance Ivari
La Capitale IA Excellence
Manulife RBC Insurance
SSQ Sun Life Financial
UL Mutual

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
Renaissance Investments