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.

Martin White, BA, CIM, FCSI

Portfolio Manager
Wealth Advisor

Martin began his investment career in 1998, a few years after graduating from the University of Windsor.  With a strong background in portfolio construction, he brings a wealth of experience and knows how to improve clients’ bottom lines.  He shares in the review of research and stock selection with Chris and closely monitors world markets.

Over the years, Martin has developed strong relationships with clients, and strives to understand the ways individuals are different – especially as it relates to their financial goals.  He has the available resources to draw on from other Forthbridge team members when more complicated planning or estate situations exist.  His detailed approach ensures portfolios reflect current circumstances all while being as tax efficient as possible.

Martin holds the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

When not at work Martin can be found travelling the globe, seeing live music or hiking with his dog Lemmy.

Martha Angulo

Senior Administrative Associate

Martha graduated from the BCIT Financial Management Program and has over 13 years of industry experience.   As a Senior Associate she ensures the smooth and efficient execution of the team’s daily operations and provides a high level of customer service.

She grew up in South America and is fluent in Spanish.  Outside of the office Martha enjoys travelling, cooking and spending time outdoors.

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.

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.