Carter joined our team in 2024 after moving back to his hometown of Nanaimo on Vancouver Island. Prior to this, he gained six years of industry experience at CG Wealth Management in Vancouver.

He graduated from BCIT with a Bachelor of Business Administration degree and continued his studies to complete his Canadian securities licensing. He is also pursuing US licensing, having already successfully completed his SIE and Series 7 courses as part of his FINRA registration.

Carter is committed to ensuring excellent customer service to all clients by utilizing his wealth of industry education.

In his spare time, Carter enjoys golfing, exploring the beautiful outdoors of Vancouver Island, and spending time at the gym.