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The Ultimate Client Experience

The Ultimate Client Experience

Access the insights you need to drive your action plan with the FORTAX Portal, powered by Thomson Reuter, Onvio. Available in both French and English – anywhere, anytime, for free.

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The Ultimate Client Experience

Access the insights you need to drive your action plan with Carte Wealth Management App, available in both French and English – anywhere, anytime for free.

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Copyright 2021 © Carte Financial Services Inc
  • About ForTax
  • Our 360º Process
    • Our 360 Process
      • Knowledge Base
      • Cash Flow Management
      • Risk Management
    • Col 2
      • Tax Planning
      • Investment Planning
      • Estate Planning
    • Image Column
  • Our Services
  • Our Blog
  • Financial Calculators
  • Book An Appointment
  • Client Login
    • My Investment Account
    • My Tax Account