Backed by more than 25 years of financial services industry experience, Charlie provides access to a comprehensive range of services to help you build and protect your wealth. He has held several industry positions, including Private Banking Associate and Mortgage Specialist. As an accredited Certified Financial Planner (CFP), Charlie draws on his depth of knowledge to develop comprehensive wealth management solutions for his clients. His expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Charlie is known for simplifying complex concepts for his clients, be it through one-on-one discussions or his quarterly newsletters. Colleagues and clients alike appreciate his unwavering curiosity and his innate people skills. Charlie is also committed to communicating with clients on a consistent basis to ensure that they are fully informed about their portfolio’s developments. He offers regular performance analyses to update clients, and any changes to portfolios are appropriately based on changing market conditions. Clients can rest assured that variations to portfolio holdings will still abide by the guiding principles of each individual’s specific financial objectives.
Away from work, Charlie enjoys spending quality time with family and friends, reading and travel.
