Charlie has been providing trusted financial advice to his clientele for over two decades. He is an accredited Wealth Advisor and Certified Financial Planner (CFP) and has held many positions in the financial services industry including Associate Private Banker, Mortgage Specialist and Wealth Manager. His experience advising his clients in Vancouver and Toronto was instrumental in creating his integrated wealth planning approach based on individual financial goals catering to high net worth individuals.
Charlie has extensive experience in retirement planning, estate succession planning, portfolio creation, corporate cash and asset management. He has worked with a diverse group of individuals, businesses and organizations in helping them achieve their objectives and successfully managing their financial wellbeing. He understands the importance of creating long lasting relationships with his clients and has been a leader in developing winning strategies that exceed his clients’ expectations.
For a consultation on how to establish your personal roadmap to financial success, or any questions that you may have please feel free to contact Charlie directly at 416-733-1709 or charlie.gabay@rbc.com.
