The Carter Group at ScotiaMcLeod is a Wealth Management Team specializing in conservative portfolio management and comprehensive financial and estate solutions. We are committed to your long-term success.
What’s different about our approach?
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 those of our clients’.
As a licensed Associate Portfolio Manager, Chris Carter takes a “hands on” approach to managing client portfolios. Clients have a one-on-one relationship with their portfolio manager rather than a licensed salesperson.
Fewer “financial middlemen” ensures significantly lower costs and greater transparency.
Our approach allows for individual accounts to be tailored to a client’s unique circumstances and objectives with far greater synchronicity between the investments and the long-range financial plan.
We spend a lot of time getting to know our clients before we provide written recommendations and ultimately invest their funds.
We are committed to personal and prompt service, careful planning and rigorous implementation and review.
We are a team that is always available to discuss any changes in your investments or answer any questions. We share our regular portfolio review findings at least every quarter.
