The Carter Group at ScotiaMcLeod Team
We are a team that’s committed to personal and prompt service, careful planning and rigorous implementation and review. We are known for our accessibility, integrity, trust and independent thinking.
Martin White
Investment Associate
Martin fulfills a key role on the team, working closely with Chris in developing and managing clients’ portfolios. He is instrumental in keeping clients aware of changes in their accounts, shares in reviewing daily investment research, and closely monitors the markets.
He holds the Canadian Investment Manager (CIM) designation and was recently invited to join the Fellowship of the Canadian Securities Institute and received the prestigious FCSI designation..
Marie-Eve de l’Etoile
Administrative Assistant (Securities Licensed)
Marie-Eve is responsible for ensuring that every client’s experience, when it comes to account administration and documentation, is as efficient and easy as possible.
Our retired clients who receive regular income from their accounts appreciate her meticulous attention to detail and helpfulness. A significant part of Marie-Eve’s day is also spent ensuring that taxable accounts receive timely and comprehensive reporting to reduce accounting costs and simplify record-keeping.