After a successful career in the technology industry, Charles Stacey fulfilled his long-held aspiration of becoming a wealth advisor in 2004.
Charles takes a client-focused approach to wealth management. His refined process involves taking the time to understand your unique needs and goals, then working with your other professionals to map out and implement comprehensive investment solutions. He holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Associate Portfolio Manager (APM) designations. Charles specializes in personalized financial planning, Will and estate consultations, strategic tax-minimization reviews and high net-worth planning, and he is insurance licensed.
Charles’s breadth of experience helps ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. Regardless of what success looks like for you, with his experience and the resources of RBC Dominion Securities, Charles can help you get there.
Charles was raised in Oakville, Ontario. He was educated at Appleby College and Queen's University. He is married with two adult children and enjoys sailing, cycling, racquet sports and skiing.
