With the Forthbridge Advisory Team,
you build a relationship with a team,
not just an advisor.

Chris Carter, FCSI, CIMA, CIM

Portfolio Manager
Director, Wealth Management

Under Chris’s leadership, the Forthbridge Advisory Team has grown to become one of Vancouver’s most respected teams for investment management and wealth planning for enterprising families.

Chris is passionate about delivering financial stewardship and counsel for clients facing retirement and business succession issues. He loves bringing talented people together, be it educating a client or their children about investment risks and opportunities, formulating a dream team to sell a client’s business or helping families leave a legacy.

Chris joined ScotiaMcLeod in 1993. Enthusiasm for explaining the stories behind business and the financial markets led Chris to provide daily, on-air market analysis for 12 years on Global Television’s Morning News program and four years as CBC Vancouver’s Business Analyst.

He serves on the Board of Directors for Lions Gate Hospital Foundation.

Nick Majendie, CA

Senior Portfolio Manager
Director, Wealth Management

Nick brings clients a combination of experience and expertise that is unique to Canadian investors.

After years of recommending winning investment strategies for some of the country’s largest institutions, he’s found the personal relationships that result from managing individual client portfolios to be even more rewarding.

His experience in financial markets, securities analysis and portfolio management spans more than four decades, beginning his career as a Chartered Accountant with Price Waterhouse in 1964 before moving into the finance and investment industry in1969.  He was the first analyst in Canada to publish regular portfolio strategy observations in 1973, and over the years he has been rated as one of Canada’s top strategists.

As a result of his track record for performance and ongoing visits with company CEOs and CFOs of Canada’s most prominent public companies, Nick remains a popular guest on BNN (the Business News Network) and is a frequent commentator in national newspapers.

Martin White, BA, CIM, FCSI

Associate Portfolio Manager
Senior Wealth Advisor

With over 20 years of experience in the financial services industry, Martin fulfills a key role on the team in developing portfolios and keeping close tabs on all client positions as markets change and clients’ needs for income or liquidity evolve. He is instrumental in keeping clients aware of changes in their accounts and ensuring that portfolio decisions are tax-efficient when it’s time to make changes in individual accounts. He also shares in reviewing daily investment research, and closely monitors the markets.

Martin graduated from the University of Windsor and holds the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designation.

Rana Lee

SENIOR ASSOCIATE

Rana has a dependable and forthright approach and is an invaluable member of our team.

She is primarily responsible for portfolio operations. Her role encompasses trade executions, performance reporting and research & analysis. She also provides administrative support within the team and is extremely client service oriented.

Rana is fast approaching a decade of banking and wealth management industry experience. She is a graduate of the financial Planning Management program at George Brown College and is working to complete her Chartered Investment Manager (CIM) Designation.

Nandita Puri

Senior Associate

Nandita is a thorough professional with a proactive attitude and a sharp eye for detail. She brings extensive client service experience to the Forthbridge Team.

She was born in New Delhi, India and educated at University of Delhi where she received her degree in Law and a second degree in Industrial Relations and Personal Management.

She began her career in the Aviation Industry and soon thereafter switched to Financial Services to work with Bank of America and GE Capital.

In 2010, Nandita moved to Canada to further her studies and complete BCIT’s Financial Management program.

Angela Panareo

ADMINISTRATIVE ASSOCIATE

Angela believes in building solid client relationships.

Angela brings a dozen years of experience from one of Canada’s largest bank owned investment dealers.

In addition to a career underpinned with solid relationships and efficient account administration for clients, she also has had an opportunity to gain managerial experience in branch operations and administrative support, is a certified legal assistant and is fluent in French.

Stacie Graham

BUSINESS DEVELOPMENT ASSOCIATE

Stacie joined the team in December 2015, after almost eight years working in Donor Services at Vancouver Foundation. There she built strong relationships with donors and fund holders, helping them give back to their communities through philanthropy and grant-making.

Here at Forthbridge, Stacie contributes expertise in planned giving and works closely with Chris and Martin to provide quality client service and evolve our client communication strategy.

Stacie holds a BA in History from Mount Allison University and a MA in Journalism from the University of Western Ontario, and was born and raised on the North Shore.

Grace Ma

Administrative Assistant Support

Grace has been with the team since 2015. She helps with Nick’s research and the day- to-day administrative work within the team. Grace has worked in the financial and customer service industry for over three years.

She is a graduate from Simon Fraser University where she received a Bachelor of Science degree. Grace has completed her Canadian Securities Course and is currently working on her Conduct and Practices Handbook.

Tricia McIver, CA, FEA, TEP, CFP, ICD.D

Business & Family Wealth Specialist,
Business & Family Advisory Services

Tricia advises highly accomplished business owners and investors on the matters and challenges success and wealth often bring. Her background is steeped in the family enterprise experience accumulated over her engagement as a tax practitioner, a trusted advisor in the insurance industry and in directing a wealth planning practice in the investment industry.

Through this unique experience, Tricia’s work reflects her ability to consider issues from a multitude of perspectives.

Monique Trépanier, B.A. (Hon.), LL.B

Estate & Trust Consultant
The Bank of Nova Scotia Trust Company

Monique is the Forthbridge Advisory Team’s specialist in wills and estate planning.

Prior to joining Scotiabank Group, Monique practiced law for several years at a large law firm in Vancouver, specializing in the areas of wills and estates law, charity law and corporate commercial law. She provides trust services that start with planning and extend to serving as trustee of estates and ongoing trusts.

Clients benefit from customized, tax-efficient strategies that align their investment, retirement, philanthropic and estate plans to help ensure financial well-being into the next generation.

Anthony Windeyer

Insurance Consultant
Scotia Wealth Insurance Services Inc.

Anthony has worked in the financial planning industry for over 20 years. This broad understanding of financial planning products and strategies combined with his many years of experience allows him to seamlessly integrate insurance product solutions that greatly enhance clients’ overall financial situation.

Anthony believes that helping our clients with their insurance needs is a sacred trust.

His goal is to always provide our clients the very best in the way of advice, service, and insurance related product solutions, available anywhere in the financial services industry today.

Jessica Chou

Senior Financial Planning Consultant
Scotia Capital Inc.

Jessica Chou brings over a decade of financial services experience, having spent most of her time as a Senior Tax Manager at a public accounting firm. She has deep expertise on a variety of planning engagements such as: private enterprise tax; estate and trust planning; non-resident and cross-border tax matters; purchase and sale of a business; and corporate structuring and reorganizations.

Jessica is a Commerce graduate from the University of British Columbia and holds the Chartered Professional Accountant designation (CPA, CA) and the Certified Public Accountant (CPA (Washington)) designation. In addition to her planning and accounting skills, Jessica is also fluent in Mandarin and Taiwanese.

Jacqueline Knowles

Senior Financial Planning Consultant
Scotia Capital Inc.

Jacqueline has worked for eight years in the financial services industry, creating in-depth customized financial plans, and providing comprehensive advice for clients.

As a graduate of British Columbia Institute of Technology (BCIT), she has an education in Financial Management, with a concentration in Financial Planning.

Using a disciplined and analytical planning process, Jacqueline can work with you to develop a highly customized and comprehensive financial plan. As part of this planning process, Jacqueline explores relevant financial, retirement, tax, will and estate strategies. Your financial plan will identify specific gaps and opportunities to help you establish and achieve your goals in line with your priorities.

Gagan Grewal

Private Banking Director & Team Lead
The Bank of Nova Scotia

As the Private Banker to many of our clients, Gagan is an expert in crafting custom credit solutions and providing access to capital by leveraging existing assets and investment portfolios.

He and his team take pride in assisting their clients to grow their wealth and also provide a high level of personalized client banking service to save time and reduce overall financial risk.

Vanja Pojuzina

Private Banking Senior Associate
The Bank of Nova Scotia

Vanja has been with Scotiabank for over seven years and held a previous role as Manager of Personal Banking at the 510 Burrard branch before joining Scotia Wealth Management.

As a competitive runner, Vanja understands the importance of strategy and perseverance, and she’s dedicated to providing a high level of personalized client banking service to save you time and reducing your overall financial risk. She’s an accomplished banker with a strong background in credit structure and adjudication.

Stevie Felton

Private Banking Associate
The Bank of Nova Scotia

Stevie graduated from Thompson Rivers University with a Bachelors of Business Administration in Economics, including a year of studying abroad. Stevie joined the Private Banking team from the Yaletown branch, where she was a Senior Financial Advisor for four years and was consistently recognized as one of the top Scotiabankers in BC.

She has completed her Registered Financial Retirement Advisor (RFRA) designation through CIFP.