Kirk Purai
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Tell me more about Kirk Purai?
FlashIntel GPTKirk Purai is a highly experienced financial professional with 16.2 years of work experience. He specializes in retirement planning, investments, wealth management, and mutual funds. Based in Canada-Ontario-Mississauga, Kirk is the President and CEO of Carte Wealth Management Inc. He is dedicated to helping independent financial advisors grow their businesses and has a strong background in strategic financial planning and retirement planning. With a focus on investment banking and financial services, Kirk is a valuable asset to Carte Wealth Management Inc.
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Emails and Phone Numbers
About
Helping independent financial advisors grow their business. President and CEO at Carte Wealth Management Inc.
Work Experience
President
Investment Banking
Kirk Purai's Professional Milestones
- President (2007-08-01~): Expanding market share and driving business growth by implementing strategic initiatives and fostering strong client relationships.
Skill
Retirement Planning
Investments
Wealth Management
Mutual Funds
Financial Planners
Estate Planning
Life Insurance
Critical Illness
Insurance
Financial Advisory
Long Term Care
Strategic Financial Planning
Retirement
Wealth
Disability Insurance
Savings
Investment Management
Employee Benefits
Wealth Management Services
Asset Allocation
Health Insurance
Wealth Accumulation
Financial Services
Term Life Insurance
Fixed Annuities
Series 7
Pensions
Income Tax
Small Business
Financial Planning
Personal Finance
Certification
Colleagues
Other Named Kirk Purai
Frequently asked questions
We found 1 Kirk Purai's email addresses
We found 2 Kirk Purai's phone numbers
Kirk Purai works for Carte Financial
Kirk Purai's role in Carte Financial is President
Kirk Purai works in the industry of Investment Banking
Kirk Purai's colleagues are David Longmore,SALMA AZHAR, International Student Counselor
Kirk Purai's latest job experience is President at Carte Financial
