Kristina Souza

Certified Financial Planner at Carte Financial - Mississauga, ON, CA

Kristina Souza's Contact Details
HQ
866-489-8197
Location
Vaughan,Ontario,Canada
Company
Carte Financial
Kristina Souza'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 Kristina Souza
Kristina Souza currently works for Carte Wealth Management Inc..
Kristina Souza's role at Carte Wealth Management Inc. is Certified Financial Planner.
Kristina Souza's email address is ***@cartefinancial.com. To view Kristina Souza's full email address, please signup to ConnectPlex.
Kristina Souza works in the Financial Services industry.
Kristina Souza's colleagues at Carte Financial are Howard Bsc, Angella Briscoe, Gordana Krajnovich-Kojic, Jarnail Kahlon, Mike Sukhram, Jenn Howes, Sukhwinder Cfp and others.
Kristina Souza's phone number is 866-489-8197
See more information about Kristina Souza