Contact one of our branches.

HEAD OFFICE 

208-73 N. Cumberland Street

Thunder Bay, Ontario

P7A 4L8

Phone:  (807)286-5341

Fax:  (807)286-5342

Email:  geoff@blueharbourfinancial.com

Open Monday to Friday

By appointment only Saturday and Sunday

BRITISH COLUMBIA ​

3172 Golden Link Crescent

Vancouver, British Columbia

V5S 4M3

Phone:  (604)437-3600

Fax:  (778)371-9078

Cell:  (604)782-4334

Email:  wayne.canary@cartewm.com

ONTARIO

Fortax Corp.

2 St. Clair Ave. West, 18th Floor

Toronto, Ontario

M4V 1L5

Phone:  (416)220-6428

Email:  michael.fortin@cartewm.com

Copyright 2019 © Blue Harbour Financial Inc.

DUAL OCCUPATION DISCLOSURE

As a Carte Wealth Management Inc. (“Carte”) Representative I am dually occupied as a registered mutual funds

salesperson, a licensed Life Insurance Advisor, a Teacher and a Volunteer 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 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 Life Insurance Advisor, as a Teacher and as a Volunteer. The sale of life

insurance products & services, my business as a Teacher and my business as a Volunteer, are not the business of,

or under the supervision of Carte, and Carte will not be liable or responsible for such activities.

 

I, Antonio Sgambelluri, am a registered mutual fund salesperson represented by Carte Wealth Management Inc.

 

1. I am also an independent licensed Life Insurance Advisor, contracted with Carte Risk Management Inc, an

insurance MGA, and Blue Harbour Financial, an insurance AGA. Any activity relating to my position as a

Life Insurance Advisor is not the business of, or under the supervision of, Carte, and Carte will not be

liable or responsible for such activities.

2. I am also a Volunteer with the Kinsmen Club of Thunder Bay – Hill City. Any activity relating to my position

as a Volunteer is not the business of, or under the supervision of, Carte, and Carte will not be liable or

responsible for such activities.

I, Antonio Sgambelluri, 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 Dual Occupations must be clear and that you understand the difference for the

purposes of this transaction.