Kelvin Rampersad — The Money Guy. Over 35 years of dedicating himself to making sure his clients’ financial health is looked after, and all of their dreams become reality.
Kelvin started his career in 1988, dedicating himself to making sure his clients’ financial health was looked after — and all of their dreams became reality.
He built a successful advisory practice and went on to guide two mutual fund dealers — and their advisors — to success. His guiding principle for advisors and clients alike: work smarter, not harder — increase what you earn while improving your personal happiness.
Away from the office, Kelvin is married to Veronica, with two children and a puppy — and there’s nowhere he’d rather be than in his backyard, surrounded by family and friends.
Kelvin enters the financial services industry, committing himself to his clients’ financial health from day one.
Builds a successful advisory practice, then guides two mutual fund dealers and their advisors to success.
Brings his client-first practice to Carte, continuing to grow the families he serves.
Named VP of Carte Wealth Management Inc. and President of Carte Risk Management Inc.
Steps down from the VP role to focus fully on serving his clients and growing his own practice.
Serving families through Investia Financial Services Inc., and answering Canada’s money questions every Sunday on “Your Life, Your Money.”
Start with a conversation. Kelvin will take the time to understand your needs, goals and dreams.
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