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BUSINESS ACTIVITY DISCLOSURE

 

As a Carte Wealth Management Inc. Representative I am engaged in various business activities including being a
registered Mutual Funds Salesperson, a licensed Life Insurance Advisor and a Member and represent separate
companies for each purpose. As such, you may be dealing with more than one company depending on the
products purchased, or services rendered. Remuneration also varies with the products purchased, or services
rendered. I will be representing Carte Wealth Management Inc. for the sale of mutual fund products and will
provide you with the name of the entity that I represent while conducting business as a licensed Life Insurance
Advisor and as a Member. The business activities relating to my position as a licensed Life Insurance Advisor and
my position as a Member are not the business of, or under the supervision of Carte Wealth Management Inc.,
and Carte Wealth Management Inc. will not be liable or responsible for such activities.


I, Joyce Labossiere, am a registered mutual fund salesperson represented by Carte Wealth Management Inc.


1. I am also a licensed Life Insurance Advisor with Experior Financial Group, an insurance managing general
agency. Any activity relating to my occupation as a licensed Life Insurance Advisor is not the business of,
or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not
be liable or responsible for such activities.


2. I am also a Member of Collaborators Business Networking, a networking group that I run, which, through
the Meetup organization, I coordinate and organize get‐togethers with like‐minded business people and
collaborate together to make sure everyone becomes successful in all fields. Any activity relating to my
occupation as a Member is not the business of, or under the supervision of, Carte Wealth Management
Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.


I, Joyce Labossiere, wish this distinction to be clear, and if you are not sure of the difference, let us discuss it, or
I can suggest sources from which you can obtain the necessary explanation. Our self‐regulatory organization,
The Mutual Fund Dealers Association of Canada (“MFDA”), has rules which state that the distinction between
these business activities must be clear and that you understand the difference for the purposes of this
transaction.