Headquarters:
Mississauga, ON
Year founded:
2007
Number of employees:
21
Phone:
905 891 7171
Email:
info@cartewm.com
Website:
cartefinancial.com
LinkedIn:
linkedin.com/company/cartefinancial
“When partners work with Arch, they come away with an experience knowing that we’re committed to meaningful relationships, effective communication and thoughtful collaboration”
LAURA ZOLTAN,
Arch Insurance
CARTE RISK MANAGEMENT
Kirk Purai
Chief Executive Officer and President
Sarah Sanchez
Chief Operating Officer
Virginia Matos
Contracting Consultant
Leadership
Kirk Purai joined the financial services industry in 1997 as an insurance advisor. With great success in the industry, he quickly identified areas in need of growth and development. Purai launched Carte with the vision of providing the ultimate advisor and client experience. Under his leadership, Carte has attracted advisors from all around Canada at different stages in their professional journeys due to the unique way it interacts with and provides for its advisors.
Chief Executive Officer and President
Kirk Purai
With over a decade of experience running successful businesses, Sarah Sanchez is well versed in the need for standardized policies and procedures in a company. She works to enhance efficiency, increase capacity and reduce workload for both employees and advisors. Sanchez works closely with Carte advisors to gather their feedback and create procedures that enable them to run their businesses. She greatly values the advisors that have chosen Carte and works toward providing all Carte advisors with the best overall experience.
Chief Operating Officer
Sarah Sanchez
Virginia Matos has held multiple positions throughout her two-decade tenure with Carte, including the head of both the accounting and commissions departments, a branch manager and responsibility for overseeing administrative staff. Currently, she is responsible for the contracting department. She has implemented numerous policies and procedures to ensure the contracting process runs efficiently, both internally and for advisors joining Carte. Carte has grown to encompass up to 850 advisors over the years. Thanks to Matos, each advisor was contracted in a timely manner, a job that cannot be done without precision and expertise in process development.
Contracting Consultant
Virginia Matos
“When partners work with Arch, they come away with an experience knowing that we’re committed to meaningful relationships, effective communication and thoughtful collaboration”
LAURA ZOLTAN, Arch Insurance
“Transparency, honesty, support, expertise and specialization. Arch takes a consultative approach, and we are collaborative in nature. Arch is quick to action, transparent and honest on why and how decisions are made, and strives to be a solution provider”
NICK BOZZI, Arch Insurance
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“Transparency, honesty, support, expertise and specialization. Arch takes a consultative approach, and we are collaborative in nature. Arch is quick to action, transparent and honest on why and how decisions are made, and strives to be a solution provider”
NICK BOZZI,
Arch Insurance
“When partners work with Arch, they come away with an experience knowing that we’re committed to meaningful relationships, effective communication and thoughtful collaboration”
LAURA ZOLTAN,
Arch Insurance
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Maria Jose Flores
Chief Compliance Officer
Maria Jose Flores has vast experience in recruiting, training and compliance. She was named the CCO of the Carte group of companies in 2014. She ensures that everyone in the organization remains compliant with Carte’s rules and regulations and is responsible for enforcing the firm’s policies and procedures, updating policies and procedures, and promoting the Carte Code of Ethics. Flores values ethical behaviour, equity, dignity and respect in both her personal and professional life.
Chief Compliance Officer
Maria Jose Flores
Peter Burrous
Chief Marketing Officer
Peter Burrous is the chief marketing officer at J&J and has been with the company for 20 years. After graduating from the University of Virginia in 1981, Burrous spent 20 years with the Coca-Cola Company in various sales and marketing positions.
Burrous joined J&J in 2003 with the goal of building an industry-leading sales and marketing team. He and his team have the responsibility for the agency partnerships and the overall sales and marketing plan.
Burrous is a member of the Trident United Way Tocqueville Society. He lives in Mt. Pleasant, SC, with his wife, Catherine. They have four children – Peter, Bradford, Leslie, and Web – and now have their first grandson, Michael III. He is an avid pilot and enjoys traveling, boating and skiing in his free time.
Chief Marketing Officer
Peter Burrous
Carte Risk Management is a national Managing General Agency (MGA) in Mississauga, Ontario.
Carte first opened its doors in 2007 with one guiding vision: to support independent insurance advisors and investment advisors by making it easier for their advisors to grow their business. They provide the best-in-class tools, technology, marketing, and compliance.
Carte is committed to supporting independent, entrepreneurial advisors. The company delivers the ultimate advisor and client experience. Carte offers advisors access to life, travel, health, disability, and group insurance, segregated funds, and succession planning services. They hold numerous carrier contracts, giving their advisors the ability to offer their clients the best product to meet their needs.
Carte’s mission is to remain “Canada’s #1 choice for independent advisors in technology, experience and freedom”.
Carte has been rated the #1 Independent Investment Dealer for the last four years in a row based on the Investment Executive’s Dealer Report Card.
Reach out to Carte today to know more.
“Transparency, honesty, support, expertise and specialization. Arch takes a consultative approach, and we are collaborative in nature. Arch is quick to action, transparent and honest on why and how decisions are made, and strives to be a solution provider”
NICK BOZZI,
Arch Insurance
Steven E. Craig
Chief Financial Officer
Catherine Sieniewicz
AVP of Travel and Retail
Rhonda English
Chief Marketing Officer
Evelyn Peng
Chief Risk Officer
Steven E. Craig is the chief financial officer at J&J. He graduated from Clemson University (BS in finance) in 1988, the University of South Carolina School of Law (JD) in 1993 and New York University School of Law (LLM in taxation) in 1995. After practicing tax law for 15 years, he joined J&J as CFO in 2010.
Craig lives in Charleston with his wife, Molly, and they have three children: Steven, Macy and Michael. He enjoys playing golf, traveling, hunting, boating and generally being outdoors.
Chief Financial Officer
Steven E. Craig
With decades of experience, Catherine Sieniewicz has always been devoted to growing within the travel and retail industry. Catherine became director of retail and travel at CCG in May 2019. In February 2020, she was promoted to AVP of travel and retail where she continues to guide all her decisions by what she has learned in member, associate, and business experience.
AVP of Travel and Retail
Catherine Sieniewicz
Rhonda English is a CPA, CMA and obtained her Honors Bachelor of Arts in Business Administration and her MBA from the Ivey Business School at the University of Western Ontario. Rhonda joined CM Club Group as vice president of insurance, then took the role of vice president corporate marketing, overseeing business insights & analytics and the acquisition and retention of the CM lines of business. In 2016, she was named chief marketing officer, taking on additional responsibility for travel and membership product, digital, and the government & community relations advocacy team.
Chief Marketing Officer
Rhonda English
Evelyn Peng started at CCG in 2017 as director of risk management and now serves as the chief risk officer for the organization. She has a Bachelor of Science in Biotechnology and a Master’s in Accounting from the University of Waterloo. She has extensive experience with enterprise risk management, specializing in operational risk management, and financial risk management. Evelyn is a Chartered Accountant and a Financial Risk Manager.
Chief Risk Officer
Evelyn Peng
Evelyn Peng started at CCG in 2017 as director of risk management and now serves as the chief risk officer for the organization. She has a Bachelor of Science in Biotechnology and a Master’s in Accounting from the University of Waterloo. She has extensive experience with enterprise risk management, specializing in operational risk management, and financial risk management. Evelyn is a Chartered Accountant and a Financial Risk Manager.
Chief Risk Officer
Evelyn Peng
Evelyn Peng started at CCG in 2017 as director of risk management and now serves as the chief risk officer for the organization. She has a Bachelor of Science in Biotechnology and a Master’s in Accounting from the University of Waterloo. She has extensive experience with enterprise risk management, specializing in operational risk management, and financial risk management. Evelyn is a Chartered Accountant and a Financial Risk Manager.
Chief Risk Officer
Evelyn Peng
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura
Head of Marketing
Damian Palovick
Senior Vice President of Underwriting
AXA XL – Delegated Authority Programs, North America
Dr. Mary Lavoie
Head of Risk Management and Senior Vice President
AXA XL – Delegated Authority Programs, North America
Mark Bernacki
Chief Underwriting Officer
Ryan Armijo
Chief Operating Officer, Underwriting Division
Bob Petrilli
President, Underwriting Division
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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Earlene Huntley
Group Chief Financial Officer
Melissa Abramowitz
General Counsel, Chief Compliance Officer and Chief Privacy Officer
Melissa Abramowitz has been practicing corporate and commercial law for over 20 years, with an emphasis on the financial services industry. She joined CAA Club Group in 2014, and currently serves as the General Counsel, Chief Compliance Officer and Chief Privacy Officer of CCG and its affiliated companies. At CCG, Melissa provides strategic legal advice on a broad range of matters including corporate governance, licensing, distribution, marketing and advertising, commercial contracts and regulatory compliance. She holds a Bachelor of Civil Law (B.CL) and Bachelor of Laws (LLB) from McGill University and a Certificate in Regulatory Compliance for Financial Institutions from Osgoode.
General Counsel, Chief Compliance Officer and Chief Privacy Officer
Melissa Abramowitz
Earlene Huntley joined CAA in 2014 as director, tax and was promoted to AVP, tax in 2016, and to her current role as group chief financial officer of CAA Club Group in February 2017. In her role, she is responsible for all aspects of finance. She is a graduate of the University of the West Indies where she earned her BSc. Accounting (Hons) and is a Fellow of the Association of Chartered Certified Accountants in the United Kingdom.
Group Chief Financial Officer
Earlene Huntley
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Earlene Huntley joined CAA in 2014 as director, tax and was promoted to AVP, tax in 2016, and to her current role as group chief financial officer of CAA Club Group in February 2017. In her role, she is responsible for all aspects of finance. She is a graduate of the University of the West Indies where she earned her BSc. Accounting (Hons) and is a Fellow of the Association of Chartered Certified Accountants in the United Kingdom.
Group Chief Financial Officer
Earlene Huntley
Melissa Abramowitz has been practicing corporate and commercial law for over 20 years, with an emphasis on the financial services industry. She joined CAA Club Group in 2014, and currently serves as the General Counsel, Chief Compliance Officer and Chief Privacy Officer of CCG and its affiliated companies. At CCG, Melissa provides strategic legal advice on a broad range of matters including corporate governance, licensing, distribution, marketing and advertising, commercial contracts and regulatory compliance. She holds a Bachelor of Civil Law (B.CL) and Bachelor of Laws (LLB) from McGill University and a Certificate in Regulatory Compliance for Financial Institutions from Osgoode.
General Counsel, Chief Compliance Officer and Chief Privacy Officer
Melissa Abramowitz
Melissa Abramowitz
General Counsel, Chief Compliance Officer and Chief Privacy Officer
Earlene Huntley
Group Chief Financial Officer
Earlene Huntley joined CAA in 2014 as director, tax and was promoted to AVP, tax in 2016, and to her current role as group chief financial officer of CAA Club Group in February 2017. In her role, she is responsible for all aspects of finance. She is a graduate of the University of the West Indies where she earned her BSc. Accounting (Hons) and is a Fellow of the Association of Chartered Certified Accountants in the United Kingdom.
Group Chief Financial Officer
Earlene Huntley
Melissa Abramowitz has been practicing corporate and commercial law for over 20 years, with an emphasis on the financial services industry. She joined CAA Club Group in 2014, and currently serves as the General Counsel, Chief Compliance Officer and Chief Privacy Officer of CCG and its affiliated companies. At CCG, Melissa provides strategic legal advice on a broad range of matters including corporate governance, licensing, distribution, marketing and advertising, commercial contracts and regulatory compliance. She holds a Bachelor of Civil Law (B.CL) and Bachelor of Laws (LLB) from McGill University and a Certificate in Regulatory Compliance for Financial Institutions from Osgoode.
General Counsel, Chief Compliance Officer and Chief Privacy Officer
Melissa Abramowitz
Management liability
Arch Insurance’s management liability team is dedicated to addressing the needs of our partners. Our underwriting approach is to recognize and address exposures particular to each insured and offer creative solutions for our customers including complex risk and hard-to-place industries.
Know more here: insurance.archgroup.com/north-america/canada/offering/management-liability
Cyber
Arch Insurance’s experienced underwriting team takes a forward-looking approach to writing network security, privacy and media liability for mid-to-large accounts.
Professional liability
Arch Insurance’s professional liability team is positioned to offer professional liability programs for financial service firms.
With its specialization, talent and consistency, Arch stands out from the competition. Known for its knowledge and expertise, Arch has top-tier talent that provides a consistent approach to the market and Arch’s partners value its consistency and reliability.
Laura Zoltan, SVP industry practice lead, says, “When partners work with Arch, they come away with an experience knowing that we’re committed to meaningful relationships, effective communication and thoughtful collaboration.”
Arch’s leaders are strategic, consistent, and extremely knowledgeable, enabling the organization to operate confidently as they scale and provide their trading partners with a sense of reliability.
Over the past few years, several important strategies have shaped where Arch stands: product diversification and market management as well as a commitment to DEI and communities. Arch has released multiple newer products across all business units, which allows them to provide more solutions for their trading partners and their clients. In tandem with this, Arch’s commitment to DEI initiatives and support of this through the development of new employee networks has been extremely important in the past few years. Truly living their values and dedicating resources to the development of these networks is a priority.
“Transparency, honesty, support, expertise and specialization. Arch takes a consultative approach, and we are collaborative in nature,” says Nick Bozzi, SVP, middle market solutions. “Arch is quick to action, transparent and honest on why and how decisions are made, and strives to be a solution provider.”
Medals
Marine
Brokers’ Pick – Homeowners
Broker's Pick – Personal Accident and Illness Insurance
Turnaround time – claims
BDM support
Broker communication, training and development
Overall service level
BDM support
BDM support
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Marine
Brokers’ Pick – Homeowners
Medals
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Marine
Brokers’ Pick – Homeowners
