Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
“There is no ‘i’ in ‘team’” is a familiar saying in the world of business. At Currie, Hughes & Associates, we live by the same principle.
We are driven by our shared commitment to deliver unparalleled financial expertise, personalized service, and innovative solutions to our clients. We understand that as trusted professionals, we play a crucial role in our clients’ lives and we take it seriously.
That's why we have built a team of highly motivated professionals who strive to enhance our service
offerings at every corner, through continued education, improved systems, elevated service offerings and
collaboration with our clients other trusted professionals (Lawyers, Accountants). The result of this
collaboration and commitment to constant improvement is stronger client relationships, better client
outcomes, and a thriving financial planning practice.
Beyond all this, we understand that there is more to life than making money. We partner with our clients to build an ideal financial plan that covers the ‘what ifs’ in life and when that is intact, we encourage them to live their best life.
Our work in not always about the return on investment (ROI). We believe and educate that is truly about return on life (ROL) and the legacy that one leaves behind.
80 Grafton St., Charlottetown, PEI C1A1K7
902 940 0865
chm.associates@igpwm.ca
ca.linkedin.com/in/gabriel-millard
chmprivatewealth.ca
Jamie Currie
Executive Financial Consultant
Currie, Hughes & Associates
IG Private Wealth
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2012
2015
2019
2021
2023
Started in financial advisor role
2012
#1 third-year consultant in production within IG Wealth Management.
2015
Obtained CFP designation
2019
Practice obtained Private Wealth Status (top five percent within the firm)
2021
Named to National Growth Advisory Committee
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Milestones
ELITE WOMEN 2024 JUDGE