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.
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-efficient solutions
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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