Kevin Purnell

Financial Planner at Carte Financial - Mississauga, ON, CA

Kevin Purnell's Colleagues at Carte Financial
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

Juan Montoya

Financial Advisor

Contact Juan Montoya

Julia Garcea

Assistant

Contact Julia Garcea

Lino Fedele

Financial Advisor

Contact Lino Fedele

Mauro Arturi

Financial Advisor

Contact Mauro Arturi

View All Kevin Purnell's Colleagues
Kevin Purnell's Contact Details
Email (Verified)
***@cartewm.com
Get Kevin Purnell's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Kevin Purnell's Mobile Number
HQ
866-489-8197
Location
Kelowna,British Columbia,Canada
Company
Carte Financial
Kevin Purnell'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 Kevin Purnell
Kevin Purnell currently works for Carte Wealth Management Inc..
Kevin Purnell's role at Carte Wealth Management Inc. is Financial Planner.
Kevin Purnell's email address is ***@cartewm.com. To view Kevin Purnell's full email address, please signup to ConnectPlex.
Kevin Purnell works in the Financial Services industry.
Kevin Purnell's colleagues at Carte Financial are Diane Bittner, Elena Shatravka, Chris Cfp, Juan Montoya, Julia Garcea, Lino Fedele, Mauro Arturi and others.
Kevin Purnell's phone number is 866-489-8197
See more information about Kevin Purnell