Chris Carter

Associate Director and Portfolio Manager

Chris personally oversees the design and construction of investment portfolios and financial plans. He often acts as a facilitator between a client and their respective team of trusted professionals (accountants, estate planning lawyers etc.) to ensure a comprehensive approach is taken to finding the best solution for each client’s unique circumstances.

As a licensed Portfolio Manager, Chris has the ability to make investment decisions on a client’s behalf. He is one of only 25 ScotiaMcLeod advisors across Canada to be awarded this designation and was chosen for this title based on his record of sound business ethics, his proven investment management success and his continued education accomplishments in the securities industry.

His career in the financial services industry began with ScotiaMcLeod in 1993 and he has worked in the North Vancouver branch since it opened in 1998. Chris holds senior professional designations (CIM, FCSI) from both the Canadian Securities Institute and the internationally recognized Investment Management Consultants Association (CIMA).

Chris has held a daily role in Vancouver’s broadcast news media for more than a decade. For 12 years, he was the business analyst and financial commentator on Global TV BC’s Morning News. Starting this September, Chris is looking forward to a new and exciting role with CBC Vancouver.

Chris and his team publish the Weekly Market Recap e-newsletter every Friday. The Weekly Recap is one of Canada’s longest running and most read weekly investment newsletters.