Welcome

Providing advice that puts the client first.

As an experienced Investment Advisor and Financial Planner, Charlie understands that clients want advice that is both knowledgeable and personalized.  They want a plan that addresses their real concerns, acknowledges their values, and provides solutions appropriate for them.  

As a holder of both the Certified Financial Planning, CFP, and Canadian Investment Manager, CIM, designations Charlie has a background that enables him to take a holistic approach with his clients.  He is an experienced Advisor, having provided clients with long term investment solutions since 1994. 

Charlie also knows that clients appreciate clarity and accordingly he provides them with written Financial or Retirement Plans, adheres to a disciplined investment approach using Investment Policy Statements, and meets regularly with his clients.  He also appreciates that clients are concerned about investment costs and therefore utilizes a fee-based approach so clients are receiving fair value and have a clear understanding of their fees.  
 
Charlie lives in the Gordon Head area of Victoria with his wife Alissa and their children Owen and Jillian.  When not involved in his children's numerous extracurricular activities, Charlie likes to run half-marathons and enjoy the natural beauty of Victoria and its surroundings.

The real value of planning is that it is about you and getting you where you want to be without incurring unnecessary risk.