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About Cara > Who We Are

Cara Financial Inc

"Successful people are always looking to enhance the way they do things"

Cara Financial has tailored its business to help its clients achieve their financial goals and to ensure their success.

Cara Financial Inc. is a full-service insurance and financial advisor firm offering a full range of financial products and services. For more than 18 years, we have successfully worked with small businesses, business owners, professionals, high-net-worth individuals and families, to help them protect their interests, ensure their financial security and meet their current and future financial goals.

Cara Financial Inc. was originally incorporated in 1994 under the name of Trinity Insurance Ltd., and in 1998 underwent a name change to Cara Financial Inc.

Values

Cara Financial will operate in a professional, competent and ethical manner, and in the
best interest of our clients AT ALL TIMES, offering unparalleled quality of advice and service.

Our VALUES include:

Honesty
Integrity
Empathy
Professionalism
Ethics
Collaboration

Honesty

We will be open and straightforward with our clients, and with our product providers.

Integrity

We will always do what we know is the right thing to do, regardless of how it affects us.

Empathy

We will make every effort to understand and appreciate our client’s situation and/or needs or desires and we will respect their wishes.

Professionalism

We will always maintain a high standard of education and knowledge and we will conduct ourselves, and our business, in a professional manner.

Ethics

We will always do what is in our client’s best interest, not our own.

Collaboration

We will work with our clients and any other professional advisors in the client’s best interest

These values will serve as the foundation for our relationship with out clients and will guide our decision-making and ensure that our staff and representatives provide advice and recommendations in the best interest of our clients.

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