Disclosure – Evan Legakis

As a Carte Wealth Management Inc. Representative I am engaged in various business activities including being a registered Mutual Funds Salesperson, a self-employed Meditation Instructor and a Certified Teacher and represent separate companies for each purpose. As such, you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration also varies with the products purchased, or services rendered. I will be representing Carte Wealth Management Inc. for the sale of mutual fund products and will provide you with the name of the entity that I represent while conducting business as a self-employed Meditation Instructor and as a Certified Teacher. The business activities relating to my position as a self-employed Meditation Instructor and my position as a Certified Teacher is not the business of, or under the supervision of Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.

I, Evan Legakis, am a registered mutual fund salesperson represented by Carte Wealth Management Inc.

  1. I am also a self-employed Meditation Instructor, whereby I provide meditation classes as an Instructor to private clients/individuals. Any activity relating to my occupation as a self-employed Meditation Instructor is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
  2. I am also a Member, and a Certified Teacher, with the Ontario College of Teachers, an organization providing membership information to keep teachers up-to-date on the issues that affect them as teachers. I do not currently work in this field, however. Any activity relating to my occupation as a Certified Teacher is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.

I, Evan Legakis, wish this distinction to be clear, and if you are not sure of the difference, let us discuss it, or I can suggest sources from which you can obtain the necessary explanation. Our self-regulatory organization, The Mutual Fund Dealers Association of Canada (“MFDA”), has rules which state that the distinction between these business activities must be clear and that you understand the difference for the purposes of this transaction.