Carte Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1100 Burloak Dr Suite 300, Burlington, O...Phone Number
(877) 737-5556Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Carte Wealth Management
Milestrones Financial Group, led by Jorge Vicente, offers comprehensive wealth solutions in Burlington, focusing on personal investments, taxes, estate, and legacy planning. With over 30 years of experience, they provide services such as investment planning, mortgage assistance, cash flow management, and risk management. Their goal is to help clients achieve financial security and minimize retirement risks through tailored strategies. The firm prides itself on delivering independent, unbiased advice from a team of professionals associated with reputable insurance and investment companies.Explore more
Carte Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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KL
Kathryn LegaultSenior Legault Wealth Management Investment, Mutual Funds Advisor
Company Profile Activity
Activity Insights
Carte Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Carte Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carte Wealth Management.
Carte Wealth Management Tech Stack
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Milestrones Financial Group, led by Jorge Vicente, offers comprehensive wealth solutions in Burlington, focusing on personal investments, taxes, estate, and legacy planning. With over 30 years of experience, they provide services such as investment planning, mortgage assistance, cash flow management, and risk management. Their goal is to help clien... Read More
