OCTOBER 6-9, 2024

Deerhurst Resort in Huntsville, Ontario

LIMITED SPACES AVAILABLE

2024 agenda

Keep checking back here for updates!

Sunday, October

06

  • 1:30pm-5:00pm - Golf/Spa for VIP Qualifiers
  • 4:00pm - Check-In
  • 6:00pm-8:00pm - Kick-Off BBQ

Monday, October

07

  • 7:30am-9:00am - Breakfast
  • 9:00am-10:30am - Group Sessions 
  • 10:30am-11:15am - Morning Break w Vendors 
  • 11:30am-1:30pm - Group Sessions 
  • 1:30pm-2:30pm - Lunch
  • 2:30pm-4:45pm - Breakout Session 
  • 4:45pm-6:00pm - Afternoon Break w Vendors
  • 7:00pm-9:00pm - Dinner

Tuesday, October

08

  • 6:30am-8:00am - Breakfast
  • 8:00am-10:00am - Group Sessions
  • 10:00am-10:45am - Morning Break w Vendors
  • 10:15am-1:00pm - Breakout Session
  • 1:00pm-2:00pm - Lunch
  • 2:00pm-4:15pm - Breakout Session
  • 4:15pm-5:00pm - Afternoon Break w Vendors
  • 6:00pm-7:00pm - Cocktail Hour
  • 7:00pm-10:00pm - Gala Dinner

Wednesday, October

09

  • 7:00am-9:00am - Breakfast Buffet
  • 11:00am - Check-Out

Register today

    Attendee Status:*
    AdvisorStaffSupplierPresenter

    Which sessions will you be attending:*
    Mutual FundsInsurance

    What days will you be attending the event?*
    Sunday evening (Welcome BBQ)Monday (Educational Sessions)Tuesday (Educational Sessions)Tuesday Gala DinnerWednesday (Morning Farewell)

    Gala Dinner Options:*
    Starters:*
    Maple Butternut Squash & Apple Soup (GF/DF/VG)Caesar SaladNot Attending
    Main Course:*
    Ballotine of Chicken (Stuffed chicken breast with mozza & herbs)Oven Roasted Rainbow Trout w/lemon butter sauceVegan Penne w/zucchini,spinach,roasted red peppers,vegan cheese (GF/DF/VG)Not Attending
    Dessert:*
    Dark & White Chocolate MousseRaspberry Sorbet (GF/DF/VG)Not Attending

    Will you be bringing a guest to the conference who is not a registered Carte advisor? (Note: charge for guest is $500.00 and includes all food and drinks with a registered advisor during Carte Financial Group events)
    Yes, I'm bringing someoneNo, I'm attending alone

    Cancelation Policy*
    I acknowledge and agree that if I do not cancel my registration (through Sarah Sanchez) for this event a minimum of 3 business days prior to the event, I will be charged a $100 cancelation fee which I agree to have taken from my bank account on file.

    Looking back...

    Remember Last Year?

    So much packed into one day!

    Make sure to book your rooms early for this year's TWO-DAY Conference. 

    October 6-9, 2024

    Deerhurst Resort

    1235 Deerhurst Drive
    Huntsville, Ontario


    Head north on Highway 400, Continue onto Highway 11 North, Exit onto Highway 60 East. From here you are just five minutes away from Deerhurst. Turn right onto Canal Rd, merge onto Deerhurst Drive

    What Advisors Say

    cONFERENCE REVIEWS

    Carte conferences have been a great experience. It's a real support to our business within the industry, bringing valuable insights and updates that are essential. My favorite part of the conference is the dynamic connection with everyone; the Carte admin team who support us, other colleagues and the carriers. It's great!

    DIANA FELIZ, advisor

    The Carte conference offers a great opportunity to network with other professionals and learn about practise management and industry knowledge.
    The content was well dviersified and everyone on our team ended up getting something valuable out of attending.

    John baynham, cim, qafp
    president, retirement income group

    I look forward to the Carte Conference every year as an opportunity to celebrate our hard work and accomplishments with fellow advisors, Carte staff and industry professionals. The environment is always positive, supportive and encouraging. Carte selects intriguing speakers and panellists so we all leave with plenty of knowledge and strategies to implement for further success ahead.

    Hilary MacLean
    Advisor (Team Rampersad)

    It was a great time with colleagues.  The presenters were incredible, as was the entertainment. Getting to share ideas and create friendships with my peers was what I enjoyed most.

    Sean Colangelo PFP
    Accredited Financial Planner