With Forthbridge Advisory Team,
you build a relationship with a team,
not just an advisor. Here's what we offer.

Experience

The combined track record of our team spans more than 200 years. Our two senior advisors, Chris Carter and Martin White, each provide more than 20 years of portfolio management and are recognized in the industry as leading professionals.

Strength

We’re backed by the strength and reputation of ScotiaMcLeod, one of Canada’s most trusted institutions. ScotiaMcLeod is the investment arm of Scotiabank, which consistently ranks amongst the world’s safest banks, year after year. So with us, you get a unique combination of personal service and institutional resources.

Balance

No other group gives you our level of combined expertise in wealth management and succession planning for family-owned businesses.

Focus

We work with only a small, select number of families—which means we get to know you well and understand your particular needs and challenges.

Contact

We don’t ship your project to third parties. Your plan is built and administered by a team of local specialists, all in one office. We meet with you, face-to-face. We get to know you, and we listen.

Trust

We work on a “fee for service” basis rather than on a transactional or commission basis. We feel this approach rightly aligns our interests with yours.

Access

You have access to experts in all wealth/investment management and succession disciplines including law, accounting, estate planning, tax planning, insurance, private banking, planned giving and investment.

  • "As we completed the sale of our family business, the planning and co-ordination of communication offered by the Forthbridge team gave me peace of mind. Seeing end results and where we are going to be years into the future allows me to be really OK with a change. I can see the path." – Melanie M. – Client since 1995
  • "The full service "one stop shop" approach to financial planning that Chris and his knowledgeable team so capably offer, continues to provide us with one of the most rewarding (and trusting) relationships that myself, and my family, have experienced in all our years of business." – Paul D. – Client since 2011
  • "Chris Carter and his team have earned and maintained our trust and respect as our family Financial Advisor. Throughout this period, we have always appreciated Chris’s straightforward communication and the high level of personal service provided by him and his team. They have been a pleasure to work with and are always responsive to our needs." – Debbie & Vern O. – Client since 1999
  • "I have had the opportunity to work with Chris' team on a personal planning level as well as utilizing their skills in dealing with estate matters for my parents. Their all-encompassing services have helped us navigate areas that would have been difficult for us to manage on our own. They are a fabulous team and I couldn't imagine planning our retirement or future estate matters without them." – Jennifer B. – Client since 2003

Our clients place a high value on the depth of our
expertise and our team's personal service.

Strategic Wealth Planning

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Comprehensive analysis and strategic options
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Risk management
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Tax minimization
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Financial planning and scenario analysis
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Business succession and partnership insurance
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Private Enterprise Succession Planning
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Tax-exempt accumulation and distribution strategies
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Estate asset and liability projections

Investment Management

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Discretionary portfolio management
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Strategies for large concentrated positions
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Tax-efficient income replacement strategies
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Capital and estate preservation investment strategies

Estate and Trust Services

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Wealth transfer planning Estate and trust management
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Will and Estate planning
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Trustee services
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Philanthropic advisory and services
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Legacy Planning
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Executor Services
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Executor "Estate Assist"

Private
Banking

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Customized access to leverage financing
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Dedicated banking team
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Confidential and personalized
administrative support