Important Update

Your Investments Are in Good Hands

We’re Working Behind the Scenes to Ensure a Smooth Transition

Your assets are secure, and we are actively transferring them to iA Private Wealth.
Stay updated on the progress here.


Transition Status Update


What This Means for You

  • Your investments remain secure.
  • We are actively working with iA Private Wealth to complete the transition.
  • Expect minimal disruption—your financial plan remains intact.
  • If you have any questions, we are here to assist you.

Frequently Asked Questions (FAQ)

  • Why was I assigned a different advisor?
    Carte assigned a temporary advisor to oversee your accounts temporarily while the transition is finalized.

  • How long will the transfer take?
    The process typically takes 4–8 weeks, depending on the complexity of your portfolio.

Click here for more FAQ

Next Steps

Stay Updated – We’ll post regular updates here.

Contact Us: If you have questions – email or call +1(365)-656-3355.

Set Up Your iA Private Wealth Account – Instructions will be sent once transfers are complete.