The Carter Group at ScotiaMcLeod
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Trust and Expertise

The Carter Group at ScotiaMcLeod provides wealth management expertise to private investors, entrepreneurs and charitable organizations.

Our clients include small business owners, retired income-oriented investors and seniors looking to maximize the value of their nest-egg, semi-affluent families with more complex tax and estate planning considerations and a number of individuals and families who’s busy lifestyles have led them to realize they need help in managing their financial affairs.

Our reputation and success is a direct result of our disciplined method to managing our clients’ assets and putting their needs first. Our small team approach and personable, straightforward style presents an attractive advantage for private investors seeking a direct relationship with an experienced investment team.

Client Quote
Get A Second Opinion
Click here to email us your portfolio and arrange for a thorough review and second opinion.
Live CBC Radio Reports
Tune in for morning business news and market updates weekdays with Chris at 6:25am, 7:25am and 8:25am.
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Talking Points
Fall IPQ

Investment Portfolio Quarterly

The fall edition of the IPQ report provides an economic outlook from ScotiaMcLeod's Portfolio Advisory Group.

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The Carter Group White Paper
The Carter Whitepaper
Download our Carter Group White Paper which profiles who we are and what we do.
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