Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
B.Comm, CIM®
Portfolio Manager & Investment Advisor
John Forseth leads the Forseth & Co. Wealth Strategies team. As a Portfolio Manager & Investment Advisor, he serves high-net-worth families, business owners, and foundations. John works closely with clients to build disciplined portfolios and tailored wealth strategies that reflect their objectives, financial goals, and personal circumstances.
John’s approach is focused on discretionary portfolio management and a team-based approach to wealth planning. He collaborates with trusted specialists in financial planning, estate and trust planning, and insurance to design and implement integrated strategies tailored to each client’s needs—helping ensure their wealth remains a source of confidence and continuity across generations.
John started working in the financial industry in 2004 and brings more than two decades of experience across retail banking, commercial banking, corporate office environments, and private wealth management. Previously, he worked within a bank-owned investment counsel platform, advising high-net-worth households and leading investment advisory teams in Saskatchewan.
He holds a Bachelor of Commerce with distinction, specializing in entrepreneurial management, and gained his Chartered Investment Manager (CIM®) designation in 2018. John is also a recipient of the Governor General’s Academic Medal, Canada’s highest scholastic honour, awarded to the top graduating student for academic excellence.
Associate
With over 25 years of experience in the financial services industry, Charlotte is a key member of the Forseth & Co. Wealth Strategies team. She began her career in client-facing branch roles, where she developed a deep appreciation for customer service, attention to detail, and the importance of trusted relationships.
She went on to spend 12 years as a Portfolio Administrator with a national investment counsel firm, supporting high-net-worth families and complex investment mandates. Charlotte has built a reputation for being highly organized, proactive, and deeply committed to delivering a seamless client experience.
At Forseth & Co. Wealth Strategies, Charlotte plays a leading role in client service and administration—coordinating account activity, overseeing documentation and reporting, and serving as a trusted point of contact for clients. Her calm professionalism, institutional knowledge, and commitment ensure that every client interaction is helpful, responsive, and handled with care.
Charlotte takes pride in being the operational backbone of the practice, giving clients confidence that every detail is always managed thoughtfully and thoroughly.
