Once in a while, an opportunity comes
along that you know is just about perfect.

That's how we felt when we joined the
teams from The Carter Group at
ScotiaMcLeod and Majendie Wealth
Management at ScotiaMcLeod.

The Carter Group, led by Portfolio Manager and financial commentator Chris Carter, is one of Vancouver’s leading teams for succession planning and investment management. They’re known for building long-term relationships and helping private enterprise owners navigate the maze of succession when it comes time to pass assets along to the next generation.

Majendie Wealth Management, led by renowned investor Nick Majendie, is one of those rare investment managers that still gets its information firsthand, directly from CEOs and company visits and boots-on-the-ground research.

This hands-on approach has contributed to outstanding long-term investment performance while maintaining an added measure of downside protection and transparency.

Bring the two together, as we have done, and you have an unbeatable team for portfolio management and succession planning. It’s a perfect combination for our select clientele of business owners who want to build wealth for their families and know that it will be passed on exactly as they wish.

The name “Forthbridge” was derived
from Scotland’s iconic Forth Bridge.
Completed in 1890, it remains a crucial
transportation link and the world’s
second-longest cantilever bridge span.

Like our company and team, the Forth Bridge was built as a
partnership between diverse interests striving for a common
goal: offer vital, dependable and timeless service while
remaining rock solid.

We also know that most family wealth fails to pass successfully
beyond the third generation. That fourth bridge requires
deliberate planning, communication and execution. We are
here to guide you across.