Specialties:
• Comprehensive investment planning
• Integrated team of specialists
• Tax minimization strategies
• Estate and transition planning
• Insurance tax planning
• Creating a Legacy
• Philanthropy and Giving Strategies
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Charles Fisher is a Winnipeg based Investment Advisor in the Private Client Division of BMO Nesbitt Burns, one of Canada's largest investment firms.
Charles has over 25 years of experience with in this industry. Charles combines a great amount of formal training with a vast amount of technical and analytical experience. The Charles Fisher Group includes Laura Dawson as a Sales Assistant, Laura Spikula as a Marketing Assistant and Mark Moulson as an Estate and Insurance Advisor. This team combines a wealth of knowledge and extensive experience to help better serve your many financial needs.
Creating solid portfolios is only a portion of what we do. We also help clients deal with many financial concerns, and use our experience to build solutions that clients may not even have thought of.
Through BMO Nesbitt Burns, Charles Fisher has access to extensive resources in stocks, bonds, and economics. We are delighted to say that the BMO Nesbitt Burns Research Department was ranked Canada's Top-Overall Research Team in the 2007 Brendan Wood International Survey. #1 Research
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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