Carter Financial Solutions Inc.

Carter Financial Solutions Inc. Financial Services

Wealth Mangement
RRSP•RESP•TFSA•RDSP• Non-Registered
*Mutual/ETF I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection

Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual funds business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Another year sponsoring this incredible event!Thank you KV Music Fest & Vito's See you all next week 🤝
08/20/2024

Another year sponsoring this incredible event!

Thank you KV Music Fest & Vito's

See you all next week 🤝

Presented by Carter Financial Solutions Inc. and Shephard Financial & Investment Services Sun Life Inc.

Don't miss out on the chance to catch The Divorcees this month. Their genuine blue-collar country songs have won over audiences nationwide, earning them much praise and awards. 🎸🎶

Join us on Thursday, August 29th at 7 PM at Vito'sVito'surant in Rothesay to see these talented musicians live. The event is free, but we recommend contacting Vito's KV to secure a reservation. 😜✨

08/15/2024

Didn't get tickets to the main event? We have some FREE shows happening at Vito's in the valley that we are excited to announce.

Presented by Carter Financial Solutions Inc. and Shephard Financial & Investment Services Inc. - Outlaw Tribute by The Divorcees will be happening Thursday August, 29th! You won't want to miss this amazing night of music by this award-winning band.

This show will be 7pm-9pm inside the restaurant and is a free event but reservations are recommended. Contact Vito's KV to reserve a table today.

Proud sponsor once again for KV Music FestWe are kick starting the weekend with the Thursday night show! Come join us fo...
04/28/2023

Proud sponsor once again for KV Music Fest
We are kick starting the weekend with the Thursday night show!
Come join us for this amazing annual event. 🎶🎸

🚨 Another FREE show coming your way!🚨

Presented by Carter Financial Solutions Inc. & Shephard Financial & Investment Services Inc. The Kings County Big River Ramblers will be preforming on August 31st from 7:30pm to 9:30pm at Vito's in KV.

From the deep woods of Kings County, this five-piece country/rock ensemble brings an energetic mix of foot-stomping classics and original compositions that will have you crying in your beer, dancing holes in your boots, and all other unspeakable indiscretions in between.

✨ Please note that we recommend calling Vito's KV to book a reservation.✨

🎉🎉Congratulations 🎉🎉Julie MacDonaldOn winning 2️⃣🎟 to KV Music Fest tomorrow night! Tickets are almost sold out for the ...
08/31/2022

🎉🎉Congratulations 🎉🎉

Julie MacDonald

On winning 2️⃣🎟 to KV Music Fest tomorrow night!

Tickets are almost sold out for the best event to close out Summer 22’ don’t miss out!

KV Music Fest Kickoffs Tonight!
⏰ 6:30-9pm
📍Vito’s KV (INSIDE Restaurant)
🎸🥁 The Montgomery Street Band

🎶🎵🍺🍾🍸🥃

See you all week 🙌🏼

🎵🎉KV Music Fest WEEK HAS ARRIVED Contest Giveaway ⏰⏰Carter Financial Solutions Inc.  is a proud sponsor of this years ev...
08/30/2022

🎵🎉KV Music Fest WEEK HAS ARRIVED

Contest Giveaway ⏰⏰

Carter Financial Solutions Inc. is a proud sponsor of this years event in support of Bobby’s Hospice.

Not only are we sponsoring the FREE show on Wednesday, August 31st, 2022 featuring The Montgomery Street Band at Vito’s KV beginning at 7:00pm

BUT 🥁🥁🥁🥁🥁

We are giving away 2️⃣🎟🎟 to Thursday Night’s Event!

It’s easy to qualify 😌

1) LIKE 👍🏻 our Business Page
2) LIKE 👍🏻 this Post
3) Comment who you are bringing with you!
4) SHARE 🙌🏼

WINNER 🏆 will be announced on Wednesday!



It’s time to start thinking about your  . The deadline to contribute for the 2021 tax year is March 1st, 2022. Don’t wai...
02/16/2022

It’s time to start thinking about your . The deadline to contribute for the 2021 tax year is March 1st, 2022. Don’t wait until the last minute.

Here at Carter Financial, we have access to every fund provider available in Canada. Our client driven approach allows you to customize your financial roadmap on the way to success-

Remember, you can not outperform poor tax planning 📈

It all starts with a conversation 🙏🏼💰

Contact ☎️

[email protected]
506-640-2470 📱

Or

[email protected]
506-849-4324 📞
*Licensed Adminstrative Assistant



Address

9 Scott Avenue
Rothesay, NB
E2E2H7

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I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial.

A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection

Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.