Outside Activity
Business Activity Disclosure
Your mutual funds Representative is engaged in various business activities, other than those related to trading in mutual funds, and represents separate companies for each purpose. As such, you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration also varies with the products purchased, or
services rendered.
Those other business activities are as follows:
Ryan Simone
Kristina de Souza
If your mutual funds Representative offers you these products or services, it is important that you understand and acknowledge the following:
• Your mutual funds Representative represents Carte Wealth Management Inc. (“Carte”) for the sale of mutual fund products only
• These other business activities are not provided, by, the business of, or under the supervision of Carte, and Carte will not be liable or responsible for such other business activities or for errors or omissions related to these other business activities.
services rendered.
Those other business activities are as follows:
Ryan Simone
| Business Activity | Represented Through |
| Sale of Life/Critical Illness/Disability/Health Insurance | Carte Risk Management Inc.; HUB Financial Inc.; GroupQuest Benefits Resources Inc. |
| Director/Owner | 2426311 Ontario Ltd. |
| Vice President | 2228516 Ontario Ltd. (o/a Kleinburg Private Wealth Management) |
Kristina de Souza
| Business Activity | Represented Through |
| Sale of Life/Critical Illness/Disability/Health Insurance | HUB Financial Inc.; Carte Risk Management Inc.; GroupQuest Benefits Resources Inc. |
| Director/Owner and Chartered Financial Divorce Specialist | 2261507 Ontario Ltd. |
If your mutual funds Representative offers you these products or services, it is important that you understand and acknowledge the following:
• Your mutual funds Representative represents Carte Wealth Management Inc. (“Carte”) for the sale of mutual fund products only
• These other business activities are not provided, by, the business of, or under the supervision of Carte, and Carte will not be liable or responsible for such other business activities or for errors or omissions related to these other business activities.