Jorge Ramos
National Director of Advanced Planning @Carte Financial Group
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2020 — Present
National Director of Advanced Planning @Carte Financial Group
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Toronto, ON, CA
Helping independent financial advisors integrate advanced planning concepts into their practice.*Mutual Fund and ETF’s provided through Carte Wealth Management Inc.** Insurance, Segregated funds and GIC\'s are provided through Carte Risk Management Inc.
SKILLS
Critical IllnessBusiness PlanningFinancial ServicesInvestment StrategiesHealth InsurancePortfolio ManagementFinancial AdvisoryFixed AnnuitiesPensionsInvestment AdvisoryFinancial AnalysisRetirementStrategic Financial PlanningSalesFinancial PlannersWealth ManagementRelationship ManagementSmall BusinessEmployee BenefitsLife InsuranceFinanceLeadershipDisability InsuranceMutual FundsAsset AllocationRisk ManagementStrategyInvestmentsWealthInsuranceStrategic PlanningLong-Term CareCoachingTerm Life InsuranceMarketing StrategySecuritiesEstate PlanningFinancial PlanningRetirement PlanningBusiness Strategy
ABOUT JORGE RAMOS
With over 27 years in the insurance industry, Jorge brings his experience and knowledge…
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