Carte Blog

Living Your Best Life: Client Testimonials and Insights

Welcome to the month of September community!  Our first live session this month is hosted by Jackie and Jin where…

1 year ago

Unpacking FOMO: Understanding biases, emotions and financial attitudes

This week, Jackie is back to dive deep into the psychological roots of FOMO with Marci Gray, a psychotherapist and…

1 year ago

What behaviours undermine your ability to build wealth

Welcome to our Wednesday live session, Confidante community! Today, we're diving into the energizing topic of building wealth while enjoying…

1 year ago

Top Issues Clients Face with Retirement

Hello confidante community! We are back with another Ask TJP series and this time our in-house Certified Financial Planner Jin…

2 years ago

Finding Investment Opportunities in the Market

This week, Jackie is joined by Jonathan Popper who is a senior portfolio manager from Manulife. He joined her on…

2 years ago

Everyone should have multiple income sources

Listen to this Podcast Everyone should have multiple income sources Introduction: These days, with lifestyle expenses soaring, everyone should be…

3 years ago

What does financial planning look like at different life stages?

Listen to this Podcast What does financial planning look like at different life stages? Introduction Growing your wealth and security.…

3 years ago

How to win with higher investment risk

Listen to this Podcast How to win with higher investment risk If your money isn’t simply sitting in your bank…

3 years ago

Treat Cash Flow Like Royalty

Listen to this Podcast Treat Cash Flow Like Royalty Make cash flow your personal monarch. It is essential for a…

3 years ago

You Can Have It All! Invest Responsibly and Profitably

Listen to this Podcast Do you know about Responsible Investing? Let me tell you about our team of advisors. As…

4 years ago