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.

Sign-up for our free weekly e-Newsletter

Every Friday we publish “The Weekly Recap” e-newsletter. This free subscription keeps investors up to date on market events, global trends, and provides insight into our team’s unique perspectives.