Alex Carter, Cfp, Cim, Cea Email & Phone Number

I focus on providing wealth management solutions to successful entrepreneurs and their families. Together with my partners, we help affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.We use a consultative process to gain a detailed understanding of our clients’ deepest values and goals. We then employ customized recommendations designed to address each client’s unique needs and goals beyond simply investments.Successful individuals and families work with us to:- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. - Make smarter decisions in today’s uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial advisor in their community.I feel fortunate to have a strong Wealth Planning team and Professional Network. They consist of top, vetted accountants, lawyers and other professionals, that are able to provide the best options available to each unique client situation. Social relationships with friends and family are very important to me. Community is also important whether through sport or social. Sport has also contributed a lot of happiness to my life. I continue to participate competitively in several sports including on the international stage for squash.The following is a summary of my qualifications:-Certified Financial Planner (CFP)-Chartered Investment Manager (CIM)-Certified Executor Advisor (CEA)-Graduate Advanced Investment Strategies Course-Graduate Portfolio Management Techniques Course-Graduate of the Professional Financial Planning Course-Graduate of the Canadian Securities Course (CSC) I & II-Graduate of the Conduct and Practices Handbook & Code of Ethics-Graduate of the Life Licence Qualification Program (Life & Disability Insurance) - Advocis-Graduate of the Wealth Management Essentials Course-Graduate of the Branch Manager's Exam-Owner Rosedale Branch (Toronto), Assante Capital Management Ltd.-Branch Manager of the Rosedale Branch (Toronto), Assante Capital Management Ltd.Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Risk Management (Insurance)

Listed skills include Wealth Management, Retirement Planning, Investments, Investment Strategies, and 17 others.

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  Senior Wealth Advisor

  Assante Capital Management Ltd. - The Carter Private Client Group

  Jan 2006 - Present

  Began working at Assante as a summer intern in 2003Currently serves as a Wealth Advisor for more than 400 successful families and business owners