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Chris Carter
Portfolio Manager, Director, Forthbridge Advisory Team at Scotia Wealth Management
Chris Carter is the leader of the Forthbridge Advisory Team at ScotiaMcLeod, where he oversees the financial affairs of clients and assists them in making well-informed decisions related to investing, estate planning, business and succession planning, insurance, and philanthropy.
With a background in Marketing/Marketing Management, General from BCIT, Chris has held various roles in different organizations, including Director of Wealth Management at ScotiaMcLeod and positions in organizations such as Lions Gate Hospital Foundation, CBC Vancouver, CKNW Kids' Fund, Global News, and Mt Seymour Resorts Ltd.
At Forthbridge Advisory Team, Chris and his team have recognized the importance of a coordinated approach to address clients' needs comprehensively, leading to the alignment of specialists from diverse backgrounds to provide top-tier solutions in wealth management.
Their collaborative approach involves working closely with clients' tax and legal professionals to ensure simplicity, clarity, and robust solutions for their financial requirements, thereby improving results and simplifying clients' lives.
For more information on Chris Carter and his team, visit www.forthbridge.ca.