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Meet our team

Nobias Financial Services Agency Inc.

Nobias Financial Services is an independent Agency working with Carte Wealth Management Inc. and Carte Risk Management Inc.

At Nobias Financial Services, our clients come first. No matter how simple or complicated your financial situation is, you can rely on our expertise to provide you with the best solutions that fit your needs. 

Whether you’re self-employed, professional or retired, our team will help you at any stage of your financial cycle.

We offer, group retirement solution (Group RSP, TFSA), Group Benefits for businesses of any size, Wealth Management and Personal Insurance (Life, Disability and Critical Illness), *Auto, Home and Commercial Insurance, *Mortgages. We also offer personal pension plans for self-employed business owners.

Our team is dedicated to provide you with professional service. With collective experience of over 100 years in the insurance and wealth management industry, no situation is too small or complicated for our team! 
We look forward to working with you.

*Provided through our advisors who are licensed  to provde these services

Let's Talk

Shiv Kalyan

Director

    Jorge Ramos, CFP, CSA, CLU, CHS, TEP,

      Jim Morehouse, MBA

        Marco Morlani

          Nobias Financial Services

          Nobias Financial Services is an independent Agency working with Carte Wealth Management Inc. and Carte Risk Management Inc.

          At Nobias, we’re absolutely committed to providing you with totally “no biased” advice and services. No matter how simple or complicated your financial situation is, you can rely on our expertise to provide you with the best solutions that fit your needs. At Nobias, our clients come first.

          Whether you’re self-employed, professional or retired, our 360° process will help you at any stage of your financial cycle.

          We offer, group retirement solution, wealth management and personal insurance. We also, offer personal pension plans for self-employed business owners.

          Contact us via email: drop us a line. We would love to hear from you.

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