• Blogger Social Icon
  • Facebook Social Icon
  • LinkedIn Social Icon
  • Twitter Social Icon

© 2016 by Beacon Financial Solutions Inc.

Disclosure

Insurance products and services provided through Carte Financial Services Inc.
Mutual Fund investments provided through Carte Wealth Management Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

 

Dual Occupation Disclosure – Shivinder Aujla

As a Carte Wealth Management Inc. (CWMI) representative I may be dually licensed for the sale of mutual funds and insurance products and may represent separate companies for each purpose. I might also provide tax planning, estate planning, retirement planning, education planning, budgeting and portfolio manager via fee-for-service. As such you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration may also vary with the particular products/services purchased. I will be representing CWMI for the sale of mutual fund products and will provide you with the name of the entity that I represent while conducting insurance/fee-for-service business. The sale of insurance products, and preparation of financial plans, is not the business of, or under the supervision of CWMI, and CWMI will not be liable or responsible for such activities. I am a Certified Financial Planner represented by Carte Wealth Management Inc. I am also an Insurance Advisor represented by Beacon Financial Solutions Inc., Carte Financial Services Inc., Qualified Financial Services Inc. and the Great-West Life and I may also provide you with fee-for-service business through Beacon Financial Solutions Inc. Any activity relating to my occupation as an Insurance Advisor or fee-for-service business provider is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.

Dual Occupation Disclosure – Aman Sangha

As a Carte Wealth Management Inc. (CWMI) representative I may be dually licensed for the sale of mutual funds and insurance products and may represent separate companies for each purpose. I might also provide real estate services. As such you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration may also vary with the particular products/services purchased. I will be representing CWMI for the sale of mutual fund products and will provide you with the name of the entity that I represent while conducting insurance and real estate business. The sale of insurance products, and the sale of real estate, is not the business of, or under the supervision of CWMI, and CWMI will not be liable or responsible for such activities. I am a Financial Advisor represented by Carte Wealth Management Inc. I am also an Insurance Advisor represented by Beacon Financial Solutions Inc. and Carte Financial Services Inc. and I may also provide you with real estate services through HomeLife/Miracle Realty Ltd., Brokerage. Any activity relating to my occupation as an Insurance Advisor or Real Estate Agent is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.