Skip to main content
menu
519.650.7250
Carter.Associates@igpwm.ca
  • Who We Are
    • About Us
    • Our Approach
    • Meet Our Team
    • Community Involvement
  • Who We Serve
  • Our Solutions
    • Retirement Planning
    • Tax Planning
    • Investment Planning
    • Insurance Planning
    • Cash and Liquidity Management
    • Estate Planning
    • Business Succession
    • Charitable Giving
    • Intergenerational Wealth Transfer
    • Post-Secondary Education Planning
  • Education Centre
    • Articles
    • Videos and Webinars
    • Events and Seminars
    • Financial Resources
    • Money and Youth
    • Podcasts
  • Get in Touch
    • Find Our Office
    • Book a Meeting
    • Personal Introduction

Refer Us

Address

  • Carter & Associates Private Wealth Management
  • 4295 King Street East Suite 301
  • Kitchener, ON N2P 0C6
  • Investors Group Financial Services Inc.

Contact

  • P: 519.650.7250
  • TF: 1.855.330.0967
  • Carter.Associates@igpwm.ca

Connect

  •  
CIRO logo
CIPF logo

www.ciro.ca

Conditions of Use | Privacy | Disclosures

© 2025 Carter & Associates Private Wealth Management All rights reserved.