Honesty is the best policy with your financial advisor

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

63 thoughts on “Honesty is the best policy with your financial advisor

  1. article says:

    I simply want to say I am very new to blogs and really savored your blog. Probably I’m planning to bookmark your site . You definitely come with awesome article content. Appreciate it for sharing with us your webpage.

  2. poker online pulsa says:

    Hi there are using WordPress for your site platform? I’m new to the blog world but I’m trying to get started and set up my own. Do you require any coding expertise to make your own blog? Any help would be really appreciated!

  3. series24 says:

    I simply couldn’t go away your web site before suggesting that I extremely enjoyed the usual info a person provide in your guests? Is going to be back ceaselessly to check out new posts.

  4. NYC Sapid Agency says:

    Sapid Agency is a Search Engine Optimization company in New York City that provides SEO Services. Their proprietary SEO strategies help struggling websites and aspiring business owners to rank their websites higher in multiple search engines like Google , Yahoo and Bing. They provide local and gmb map ranking for businesses in NYC and many other local areas. Find more at https://www.sapidagency.com/ @ 145 E 57TH NEW YORK, NY 10022, USA, +1 971 341 5608 USA

  5. http://www.Metroclick.com says:

    MetroClick specializes in building completely interactive products like Photo Booth for rental or sale, Touch Screen Kiosks, Large Touch Screen Displays , Monitors, Digital Signages and experiences. With our own hardware production facility and in-house software development teams, we are able to achieve the highest level of customization and versatility for Photo Booths, Touch Screen Kiosks, Touch Screen Monitors and Digital Signage. Visit MetroClick in NYC at http://www.metroclick.com/ or , 121 Varick St, New York, NY 10013, +1 646-843-0888

  6. nba live streams says:

    An fascinating discussion is value comment. I think that you need to write extra on this subject, it may not be a taboo subject but typically people are not sufficient to talk on such topics. To the next. Cheers

  7. Daftar Sbobet says:

    I wanted to send you the little remark just to say thank you once again for those awesome tricks you have provided at this time. This has been certainly incredibly generous of people like you to deliver freely just what some people could have made available as an e-book to help make some dough on their own, chiefly considering the fact that you might have tried it if you decided. The tactics likewise served as the fantastic way to fully grasp other people online have a similar dream much like mine to understand very much more with regards to this condition. I am certain there are some more pleasant occasions ahead for individuals that browse through your blog post.

  8. Silver spring Movers says:

    hi!,I really like your writing so a lot! percentage we keep in touch more approximately your article on AOL? I need an expert in this house to unravel my problem. Maybe that is you! Looking forward to see you.

  9. Pool table assembly says:

    Youre so cool! I dont suppose Ive read anything like this before. So good to find someone with some authentic ideas on this subject. realy thank you for beginning this up. this website is one thing that is needed on the web, someone with a little originality. helpful job for bringing one thing new to the internet!

  10. Monroe Foltz says:

    The the next time Someone said a weblog, I really hope that this doesnt disappoint me as much as this blog. What i’m saying is, I know it was my replacement for read, but When i thought youd have something fascinating to express. All I hear is a bunch of whining about something you could fix if you werent too busy looking for attention.

  11. Cheap Acrobat Pro 2020 says:

    Thanks for your interesting article. One other problem is that mesothelioma cancer is generally caused by the inhalation of dust from asbestos fiber, which is a cancer causing material. Its commonly noticed among staff in the structure industry that have long contact with asbestos. It is also caused by living in asbestos covered buildings for a long time of time, Genes plays a crucial role, and some individuals are more vulnerable to the risk as compared with others.

  12. masteringengineering says:

    I have observed that in the world the present day, video games are definitely the latest trend with children of all ages. Periodically it may be out of the question to drag your son or daughter away from the games. If you want the best of both worlds, there are various educational video games for kids. Great post.

  13. DC day party says:

    Also a thing to mention is that an online business administration training is designed for students to be able to easily proceed to bachelors degree education. The 90 credit education meets the other bachelor college degree requirements so when you earn your associate of arts in BA online, you’ll have access to the most up-to-date technologies in this field. Several reasons why students are able to get their associate degree in business is because they’re interested in the field and want to obtain the general knowledge necessary prior to jumping into a bachelor education program. Many thanks for the tips you actually provide as part of your blog.

  14. Faytech North America says:

    Faytech North America is a touch screen Manufacturer of both monitors and pcs. They specialize in the design, development, manufacturing and marketing of Capacitive touch screen, Resistive touch screen, Industrial touch screen, IP65 touch screen, touchscreen monitors and integrated touchscreen PCs. Contact them at http://www.faytech.us, 121 Varick Street, New York, NY 10013, +1 646 205 3214

  15. The park at 14th says:

    I used to be more than happy to search out this internet-site.I wished to thanks to your time for this glorious learn!! I definitely enjoying every little little bit of it and I have you bookmarked to take a look at new stuff you blog post.

  16. DC furniture installers says:

    I believe that avoiding processed foods may be the first step so that you can lose weight. They could taste fine, but highly processed foods have got very little vitamins and minerals, making you take in more in order to have enough strength to get throughout the day. If you are constantly taking in these foods, changing to grain and other complex carbohydrates will aid you to have more energy while feeding on less. Great blog post.

  17. Sapid Agency NYC SEO Company says:

    Sapid Agency is a Search Engine Optimization company in New York City that provides SEO Services. Their proprietary SEO strategies help struggling websites and aspiring business owners to rank their websites higher in multiple search engines like Google , Yahoo and Bing. They provide local and gmb map ranking for businesses in NYC and many other local areas. Find more at https://www.sapidagency.com/ @ 145 E 57TH NEW YORK, NY 10022, USA, +1 971 341 5608 USA

  18. Metroclick.com says:

    MetroClick specializes in building completely interactive products like Photo Booth for rental or sale, Touch Screen Kiosks, Large Touch Screen Displays , Monitors, Digital Signages and experiences. With our own hardware production facility and in-house software development teams, we are able to achieve the highest level of customization and versatility for Photo Booths, Touch Screen Kiosks, Touch Screen Monitors and Digital Signage. Visit MetroClick in NYC at http://www.metroclick.com/ or , 121 Varick St, New York, NY 10013, +1 646-843-0888

  19. drone photography says:

    Can I simply say what a relief to find somebody who actually knows what theyre speaking about on the internet. You definitely know learn how to convey a problem to gentle and make it important. More individuals have to learn this and perceive this facet of the story. I cant imagine youre no more common because you positively have the gift.

  20. click now says:

    After examine a number of of the blog posts on your website now, and I actually like your manner of blogging. I bookmarked it to my bookmark website listing and can be checking back soon. Pls check out my web page as properly and let me know what you think.

  21. Porn says:

    I used to be suggested this blog through my cousin. I am now not sure whether this put up is written by him as no one else understand such targeted about my problem. You’re amazing! Thanks!

  22. dedicated vpn says:

    Pretty nice post. I just stumbled upon your weblog and wanted to say that I have really enjoyed browsing your blog posts. In any case I’ll be subscribing to your feed and I hope you write again very soon!

  23. my company says:

    I believe that avoiding refined foods would be the first step to lose weight. They will taste fine, but refined foods possess very little nutritional value, making you take in more just to have enough energy to get over the day. If you’re constantly ingesting these foods, transferring to whole grain products and other complex carbohydrates will let you have more electricity while having less. Thanks alot : ) for your blog post.

  24. DC Movers says:

    I was just looking for this information for some time. After six hours of continuous Googleing, finally I got it in your site. I wonder what’s the lack of Google strategy that don’t rank this kind of informative sites in top of the list. Usually the top sites are full of garbage.

  25. DMV day parties says:

    One more important component is that if you are a senior citizen, travel insurance regarding pensioners is something that is important to really contemplate. The mature you are, the greater at risk you are for making something bad happen to you while in another country. If you are not covered by a number of comprehensive insurance policies, you could have quite a few serious troubles. Thanks for revealing your hints on this blog site.

  26. large wall clock black says:

    Hi there! This is kind of off topic but I need some help from an established blog. Is it hard to set up your own blog? I’m not very techincal but I can figure things out pretty fast. I’m thinking about creating my own but I’m not sure where to begin. Do you have any points or suggestions? Thank you

  27. Marcos Bens says:

    It is actually nearly close to impossible to come across well-informed individual on this area, however, you come across as like you fully understand whatever you’re talking about! Many Thanks

  28. Jeff Surles says:

    I was very pleased to uncover this site. I wanted to thank you for ones time for this fantastic read!! I definitely loved every little bit of it and i also have you book marked to see new things in your site.

  29. Faytech.us says:

    Faytech North America is a touch screen Manufacturer of both monitors and pcs. They specialize in the design, development, manufacturing and marketing of Capacitive touch screen, Resistive touch screen, Industrial touch screen, IP65 touch screen, touchscreen monitors and integrated touchscreen PCs. Contact them at http://www.faytech.us, 121 Varick Street, New York, NY 10013, +1 646 205 3214.

  30. burna boy anybody says:

    Hey very nice website!! Man .. Excellent .. Amazing .. I’ll bookmark your blog and take the feeds also…I’m happy to find a lot of useful information here in the post, we need work out more techniques in this regard, thanks for sharing. . . . . .

  31. Rochell Bomar says:

    I was pretty pleased to uncover this web site. I need to to thank you for your time for this particularly fantastic read!! I definitely appreciated every little bit of it and i also have you saved to fav to check out new stuff in your website.

  32. gay porn says:

    I was suggested this blog by my cousin. I’m not sure whether this post is written by him as no one else know such detailed about my problem. You are amazing! Thanks!

  33. dotafrog says:

    I’m really inspired with your writing talents and also with the format on your weblog. Is this a paid subject or did you customize it yourself? Either way stay up the nice high quality writing, it’s rare to look a great blog like this one nowadays..

  34. Alberto Hambrick says:

    I merely need to notify you that I am new to writing a blog and extremely liked your review. Most likely I am most likely to bookmark your blog post . You absolutely have great article materials. Love it for sharing with us your very own web page

  35. DC Furniture assembly says:

    I additionally believe that mesothelioma is a unusual form of cancers that is normally found in those people previously familiar with asbestos. Cancerous tissue form inside mesothelium, which is a defensive lining that covers almost all of the body’s organs. These cells generally form within the lining of your lungs, mid-section, or the sac which actually encircles the heart. Thanks for giving your ideas.

Leave a Reply

Your email address will not be published. Required fields are marked *