As a member of Rapport, you have easy access to a group of dedicated Wealth Advisors. This isn’t an exclusive service reserved for the rich or those nearing retirement, either. Whether you’re learning how to budget, build your credit rating, borrow, save, invest or protect what matters to you, Rapport financial advocates are here to set you on a course toward achieving your life goal – no matter where you stand in your financial journey or how much money you have to get started.

Carte Wealth Management

At Rapport, we are your advocate 100% of the time. Our vision is to achieve healthy sustainable financial futures, together. We want to be there to celebrate when you reach your happy place of financial wellness.

Meet the RapportWEALTH team

Michael Trklja

Manager, Wealth and Financial Planning

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Andres Cardenas

Certified Financial Planner

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Yass Marandi

Financial Planner

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Mutual Funds are offered through Carte Wealth Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Rapport Credit Union Limited.


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Financial Wellness Tool

Progress Rapport - Financial Wellness Tool