About Charlie:
As an Investment Advisor at RBC Dominion Securities, Charlie specializes in providing proven and customized wealth strategies for financially successful families, accredited investors, non-profit organizations, and both private and public corporations. He seeks to understand each client's unique values and situation to deliver a tailored approach for every wealth plan.
Charlie holds a Bachelor of Arts degree from Bowdoin College, an international leading liberal arts institution founded in the U.S. during 1794. He completed a double major degree in Economics and Government & Legal Studies while competing on the Varsity Football and Rugby teams.
Charlie's wealth management practice focuses on building, preserving, and protecting multi-generational wealth through long-term financial planning. He leverages his curiosity, his honesty, and his compassion to fuel his desire to provide success for his clients.
