Jackie Porter has built a strong relationship with Carte over the years, and they have made significant strides in supporting advisors in serving their clients. While Carte specializes in certain areas, iA excels in others. As a result, Jackie has decided to transition Mutual Funds-only clients from Carte to iA at this time. This decision is based on enhancing the overall experience for both clients and employees, as well as feedback received from clients.
For now, clients with Segregated Funds and Insurance products will remain with Carte until iA (through PPI) confirms the inclusion of specific products and contracts that will provide even better solutions for clients.