Charles has access to the resources and support of Canada's leading provider of wealth management services. He uses all the appropriate resources and experts to deliver:
- Investment advice custom-tailored to your needs
- Financial planning advice based on tax-efficient strategies that can help you build your wealth and the value of your estate
- Insurance strategies that go beyond traditional life insurance and incorporate tax-efficient solutions to protect your family, their lifestyle and your estate
Prior to joining RBC Dominion Securities as an Investment Advisor, Charles was a Senior Vice-President at a major financial institution in New York. After graduating from Princeton University (cum laude) in 1994, he has worked in the financial services industry for over a decade. He holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He is a member of the Investment Committee of the University of King's College.
He moved to Nova Scotia in 2009 and lives in Fall River with his wife (originally from Nova Scotia) and their two boys.
With the support of RBC Dominion Securities, you can trust that Charles will put your needs first, and will care for your financial security while helping you achieve your financial and personal goals. For more information please firstname.lastname@example.org or call 902-424-1092.
The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we're all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.