Nobias Financial Services Agency Inc.

Nobias Financial Services Agency Inc. operates independently and in partnership with Carte Wealth Management Inc. and Carte Risk Management Inc. Our paramount goal is to safeguard the well-being of our clients, irrespective of the intricacy of their financial circumstances. Committed to delivering personalized solutions, we extend a diverse array of services catering to individuals at every phase of their financial journey.

Whether you're self-employed, a professional, or enjoying retirement, our dedicated team is ready to assist you. Leveraging our collective experience of over 100 years in the insurance and wealth management industry, we take pride in our capacity to navigate situations of any scale or complexity.

Our comprehensive service portfolio includes, but is not limited to:

Group Retirement Solutions:

  • Group RSP (Retirement Savings Plan)

Group Benefits:

  • Tailored benefits packages suitable for businesses of any size.

Wealth Management:

  • TFSA (Tax-Free Savings Account)
  • FHSA (First-Time Homebuyers Savings Account)
  • RRSP (Registered Retirement Savings Plan), RRIF (Registered Retirement Income Fund)
  • RDSP (Registered Disability Savings Plan)

Personal Pension Plans:

  • Tailored Retirement Plans for the Self-employed
  • IPP (Individual Pension Plan)
  • RCA (Retirement Compensation Arrangement)

Personal Insurance:

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • International health insurance with worldwide coverage and VIP medical services
  • Home Care Assistance

Certain services, such as auto, home, and commercial insurance, as well as mortgages, are only facilitated through licensed advisors associated with Nobias Financial Services Agency Inc. and therefore, receives no referral fee or compensation for such services.

We eagerly anticipate the opportunity to collaborate with you, guiding you through your financial objectives. Trust us to deliver professional service and personalized solutions aligned with your unique needs and aspirations.

We have a passion for helping others become financially successful.

When changes in the industry happen, learn about it first. Also, access financial strategies, trends and more.

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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