Jim Geoffrey

Financial Advisor at Carte Financial - Mississauga, ON, CA

Jim Geoffrey's Colleagues at Carte Financial
Evan Legakis

Financial Advisor

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Ken Wright

Financial Advisor

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Aldrin Kanchan

Information Technology Coordinator

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Kevin Purnell

Financial Planner

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Diane Bittner

Mutual Fund Representative

Contact Diane Bittner

Elena Shatravka

Financial Advisor-Mutual Funds provided through Carte Wealth Management Inc.

Contact Elena Shatravka

Chris Cfp

Certified Financial Planner

Contact Chris Cfp

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Jim Geoffrey's Contact Details
Email (Verified)
***@cartefinancial.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
866-489-8197
Location
Ontario,Canada
Company
Carte Financial
Jim Geoffrey's Company Details
Carte Financial logo, Carte Financial contact details

Carte Financial

Mississauga, ON, CA • 250 - 499 Employees
Financial Services

At Carte Wealth Management Inc. and Carte Financial Services Inc. we understand that clients place value in solutions, not products. Clients are seeking a representative whom they can trust to coordinate their financial needs into a cohesive financial plan. We will support you, whether you need full strategic planning services or if you just need us to open some doors.Our management team is always just a phone call away. We believe that each and every representative relationship starts with great planning and an outstanding service-oriented infrastructure. Our goal is to bring you where you want to be financially.

Financial Planning Cash Flow Management Tax Planning Management Investment Planning Management Estate Planning Management Risk Management
Details about Carte Financial
Frequently Asked Questions about Jim Geoffrey
Jim Geoffrey currently works for Carte Wealth Management Inc..
Jim Geoffrey's role at Carte Wealth Management Inc. is Financial Advisor.
Jim Geoffrey's email address is ***@cartefinancial.com. To view Jim Geoffrey's full email address, please signup to ConnectPlex.
Jim Geoffrey works in the Financial Services industry.
Jim Geoffrey's colleagues at Carte Financial are Evan Legakis, Ken Wright, Aldrin Kanchan, Kevin Purnell, Diane Bittner, Elena Shatravka, Chris Cfp and others.
Jim Geoffrey's phone number is 866-489-8197
See more information about Jim Geoffrey