|
ABOUT
US...
Cartier Partners Financial Group is the merger of six investment dealer
firms across Canada - Great Pacific Management Group, The Investment Centre,
Balanced Planning, Heritage Financial Services, Regal Capital Planners
and the Courvie group. It also has a majority position in Cartier Mutual
Funds. Some 700,000 clients depend on our 3,500 representatives for advice
- from product recommendations to full financial plans - when purchasing
mutual funds and other investments, and life insurance. Cartier Partners
representatives have $17 billion in assets under administration, mainly
in mutual funds. Representatives in the Cartier Partners network are the
exclusive distributors of Cartier Mutual Funds' innovative multimanagement
funds, which have more than $325 million in assets under management. Our
objective: To be the preeminent provider of financial services in the
'advice' channel, by integrating the best in independent financial planning
and insurance services, and the best in exclusive managed-money products.The
Cartier Partners family was formed through acquisitions completed between
September 1999 and March 2000. Now as a consolidated firm, Cartier
|