Charles Fox

Vice-President, Portfolio Manager & Wealth Advisor

306-956-5214 | Email me
306-956-5252
1-800-785-4722

Charles started his career in Wealth Management with RBC in 2003 and has a well established reputation for providing exemplary Wealth Management solutions to individuals, small business owners and farmers.  

Charles holds the Chartered Financial Analyst designation, is a Certified Financial Planner, has a Bachelor of Commerce degree and is licensed to offer Portfolio Management, Wealth Management, Option Trading as well as Insurance Solutions.

As a Discretionary Portfolio Manager, Charles uses Canadian and U.S. stocks as well as ETF's, mutual funds and options strategies to manage your portfolio within your risk and return expectations.

Discretionary Portfolio Management offers you the freedom from the day to day investment decision making and allows you more time to focus on running a business; time with your family or living the life that you want.

Still actively involved in the family operated farming business, Charles understands the complexities as well as the risks and rewards of running a business.

Born in HoldFast, Saskatchewan and married with 2 children, Charles enjoys family life, is involved in coaching in minor sports, plays hockey and has been known to catch a fish or two.

Fernanda De Freitas

Associate

306-956-7824 | Email me

Zach Zadorozniak

Associate

306-956-7801 | Email me

Our Partners

Tim Squire, FCPA, FCGA, CFP®, FMA

Financial Planning Specialist, RBC Wealth Management


Colin Biblow, CFP®

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Avideh Parent, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management