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Francine Dick CFP, EPCFinancial and Insurance Advisor Carte Wealth Management, Inc.
Patience, empathy and knowledge are the qualities I bring to the table. Just before my 40th birthday I became a single mother of 3 young children. This experience led me in a new direction, both personally and professionally, as I became an insurance and financial advisor.
Together with you, we will take the time to review your current situation and prepare a solid plan for the future based on your needs and desires. I will also help manage your risk, protecting against life’s uncertainties with life, disability and critical illness insurance. As an independent advisor, your needs always come first.
As the winner of Alterna Savings and Credit Union’s first Community Social Responsibility (CSR) Idol award, I had the opportunity of traveling to the Philippines with the Canadian Co-operative Association and observe firsthand the benefits of people working together for their mutual benefit. As a member of the Centre for Social Innovation, this is my outlook on life and in work.
Toronto has been my home my entire life and I have lived in Parkdale/Roncesvalles for 30 years. I am an incessant community volunteer and was awarded the Queen Elizabeth Diamond Jubilee Medal for my efforts. Spare time (what spare time?) has me writing, mostly plays, and enjoying hikes around southern Ontario.