Why Choose Sintra Wealth
Why Choose Sintra Wealth
About Sintra Wealth
Thank you for visiting "The Navigator". We provide our clients with access to premium content from The Globe and Mail, Toronto Star, The Wall Street Journal and other publications. To be part of our monthly newsletter community, please click on any Navigator article to opt in.
Thanks again for your interest and we hope you enjoy your Navigator experience.
Within the Sintra Mountains of Portugal, above the town of Sintra, stands the World Heritage Site, Pena Palace. On a clear day, the palace can be easily seen from Portugal's capital city, Lisbon.
The castle's history started in the Middle Ages when a chapel dedicated to "Our Lady of Pena" was built on the top of a hill above the town of Sintra. In the 19th century, King Ferdinand II commissioned the expansion of the small chapel and, stone by stone, what was once a small chapel, became the large and colourful landmark atop the hill for all to see. Pena Palace was built over the next 12 years and required skilled workers with a clear vision for the end product. The palace reflects a combination of Oriental, Islamic, French and Italian architecture. Throughout the centuries, the chapel and subsequent palace and its grounds were severely damaged and abandoned, but never forgotten by its people.
Sintra Wealth is built on trust and dependable, skilled individuals, each bringing with them their unique talents. Like the different styles of architecture of the palace, Sintra Wealth has clients with diverse goals, life styles and financial needs. Similar to Pena Palace, we have many years of experience that have stood the test of time. In this ever-changing world, Sintra Wealth is now branching out to offer more products and services to our clients, while remaining steadfast to our vision.
Sintra Wealth is a solid group of dedicated and reliable financial advisors who work with clients to reach their goals toward financial success. The firm strives to be recognized as a reputable and trustworthy advisory organization. In addition to growing our family of clients, we are also looking to grow and expand our network of financial advisors who see the advantages of working within a client centric environment.
What You Can Expect
When you meet with the advisors at Sintra Wealth, you will receive consistent service. Unlike the financial advisors at banks and dealerships, you won’t have to worry about repeating your circumstances to a different advisor every time you meet with us. We provide the opportunity to build a trusted relationship that allows you to grow. Our commitment to you grants you the peace of mind in knowing that we are here to support you in your financial goals.
Kimberly joined Sintra Wealth in early 2018. Kimberly is extremely resourceful, a good problem solver and organized.
In her spare time Kimberly enjoys time with her husband, daughter and getting out for a ride with her horse Piper and Jake, the dog.
Learn a little More about Me
Nelson has over 30 years' experience in the financial services industry. Nelson holds the Canadian Investment Funds, Canadian Securities Course, Insurance Broker through the Financial Services Regulatory Authority of Ontario (FSRA), and Branch Manager designations. He is a member of ADVOCIS, is currently working on his Certified Financial Planner (CFP) designation.
With his superior analytical skills, and dedication to client service, Nelson focuses on identifying clients' retirement, investment and estate planning objectives, formulating retirement income projections and determining the most suitable financial and insurance products to suit their needs.
Nelson is fluent in Portuguese as he grew up in a Portuguese community and studied in a Portuguese school. He is married and has 4 children.
He enjoys cars, backcountry camping, skiing, hockey, soccer and working around the house, and is a volunteer for the Canadian Ski Patrol.
Learn a little More about Me
Sintra Wealth (formerly Cartile Financial Services) is a branch of Sterling Mutuals Inc. and a member of Advocis. The firm was founded in 1998. The motivation to start the firm was fuelled by the desire to work within our clients' best interests. We recognize the value embedded in using a client centric approach when it comes to finances. Since we opened our doors, we have thrived in developing and sustaining long-term relationships with clients across Canada.
Sintra Wealth is a solid group of dedicated and reliable financial advisors who work with clients to reach their goals toward financial success. The firm strives to be recognized as a reputable and trustworthy advisory organization. In addition to growing our family of clients, we are also looking to grow and expand our network of financial advisors who see the advantages of working within a client centric environment.
What You Can Expect
When you meet with the advisors at Sintra Wealth, you will receive consistent service. Unlike the financial advisors at banks and dealerships, you won’t have to worry about repeating your circumstances to a different advisor every time you meet with us. We provide the opportunity to build a trusted relationship that allows you to grow. Our commitment to you grants you the peace of mind in knowing that we are here to support you in your financial goals.
The team at Sintra Wealth are a group of mutual fund licensed and life licensed financial advisors who bring over 50 years of experience in the industry. We maintain our credentials in alignment with industry standards as a means to continue serving our clients and doing what we enjoy. Our wealth of experience enables us to provide our clients with comprehensive financial planning and management of portfolios.
Although finances can seem intimidating, we will work with you to make it simpler. We want you to feel comfortable in speaking with us and learning more about your financial health and net worth. There are no “silly questions” when it comes to gaining knowledge and confidence about your finances. Our advice is geared to better educate you on managing your money. You can consider us as the captains of your financial ship throughout your entire life’s journey. We will work with you in achieving goals for your finances during the different stages of your life. Whether you’re saving for your child’s education, a home purchase, or retirement, we will provide you the tools and advice you need to get there. If you have children or other dependents, we include them in the planning process to ensure continuous family wealth. We work with a wide range of clientele of various ages and socio-economic situations. We provide the assurance that anyone can benefit from the expertise at Sintra Wealth.
We believe that there is no “one size fits all” approach to your money. With that in mind, we are continuously seeking innovative ways to help. By learning about your unique goals, we provide you with personalized support and advice that is realistic for you. It is rewarding to know that our guidance can make a positive impact in your life.
Meet Our Team Members
Grid view
List view
-
Nelson Martins, Financial Advisor & Owner of Sintra Wealth
Nelson has over 30 years' experience in the financial services industry. Nelson holds the Canadian Investment Funds, Canadian Securities Course, Insurance Broker through the Financial Services Regulatory Authority of Ontario…
-
Kimberly Winter, Administrator
Kimberly joined Sintra Wealth in early 2018. Kimberly is extremely resourceful, a good problem solver and organized. In her spare time Kimberly enjoys time with her husband, daughter and getting…
What You Can Expect
Our first meeting with you will be focused on gathering a snapshot of your current financial situation. We will use questionnaires and assess your risk tolerance as a framework to guide our conversation. We also aim to gather an understanding of your goals and objectives. Throughout the course of our conversation, we will share ideas in all areas of financial planning. We follow a process by using a best practices approach. To meet your goals and objectives, we will work with you to develop realistic financial plans based on what’s important to you.
Our Areas of Expertise
We recommend that you meet with us on a periodic and frequent basis to review your financial circumstances, no matter what they may be. We want to ensure that you’re staying on the path to success.
We provide advice in the following areas:
- Estate planning
- Retirement & Savings
- Education Planning
- Insurance Planning
- Debt reduction
- Cash & Tax Planning
- Unexpected Life Events
- Disability Solutions
Growth, Protection and Planning for Your Future
Overall, we aim to guide you in growing your assets, protecting your assets, and planning for efficient income tax situations. When you speak to us about your financial concerns, we may direct you to other professionals within the community. We can coordinate services from our established network of professionals such as lawyers, accountants, and insurance brokers in order to make the best of your time and direct you to the right resources.
Sintra Wealth serves as a solid point of reference to guide you as you strive towards fulfilling your financial goals.
Call us to today to schedule a complimentary no obligation consultation to see how we can be your roadmap toward financial security.
