Charles is an Investment Advisor and Financial Planner at BMO Nesbitt Burns Private Client Division. His background as a Certified Management Accountant (CMA) and a Certified Financial Planner(CFP)provide him with the specific skills to understand your unique personal, family, or corporate situation. This assists him in maintaining the tradition of long lasting, steady relationships with his clients.
His Commitment to You
Charles is committed to providing you service specifically tailored to your unique needs and preferences. Together you will create a customized plan addressing all your financial and investment needs. He will be your trusted Investment Advisor, helping you understand as much of the financial world as you like.
His investment style is very disciplined. Charles wants to ensure you are not exposed to unnecessary risk for the returns you are receiving and all the while consistently moving you closer to your goals and objectives.
Charles specializes in wealth management, retirement planning, estate planning, and tax minimization strategies. He has a comprehensive understanding of the markets, the economy and a legion of experts at his fingertips.
The reputation of Charles is most important to him. He acts with integrity and will provide an objective point of view when addressing your business/financial needs. His points of view are open, honest, and straightforward.
For a closer look at your individual investment needs, please click on the "learn more" tab
1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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