About Charles Street Financial Inc.

Andy’s roots are from his family farm. As a fifth generation farmer he learned the importance of hard work and successfully completing what he started. He has 30 years of client relationship experience with corporate and individual clients. A natural entrepreneur, he understands the inner workings of corporate Canada. Whether employee benefits or business planning he is a trusted advisor.

Individuals like his straight talk and personal approach. Helping with budgeting, providing wealth management solutions or working with the next generation, he is always willing to help. His 21 years as a business owner and a lifetime of farm experience give him a unique approach to business owner issues, and as a father of four, he understands the importance of making the right decision for your family.

His faith, leadership and ability to create change have provided many opportunities to give back to his community and his family.

Wayne brings over 35 years of insurance and investment experience to Charles Street. His industry knowledge provides a great resource to the team. Clients greatly appreciate his above-and-beyond service model that has framed his years in the business.

An avid gardener, he keeps the office full of fresh produce all fall. After the garden, this lifetime hockey player fills his winter on the ice. His family keeps Wayne going all year long and enjoying life.

Linda has a knack to creating great plans for her loyal clientele. After years with a financial institution, she ventured on her own to create more value for her clients. Whether it is CPP and Disability Benefits paperwork or full-scale retirement plans, Linda’s service attitude is a hit with her clients.

Family is key to Linda and she thoroughly enjoys looking after her grandchildren and providing for her kids and parents.

For over 17 years, Serge Robichaud has been well regarded in the financial industry for his proven ability to manage client accounts, deliver ethical financial services and has received many awards over the years for his excellent customer service.

Serge provides financial planning and insurance services, as well as manages client investment portfolios. Before his tenure with Canada Life and Quadrus Investments, Serge held a similar role within the banking industry for over a decade.

Raised in the area and fluently bilingual, Serge provides his excellent service in both official languages. With expansive experience in financial planning, Serge has set himself apart in the financial industry by treating each client with the highest standards and a unique approach to their financial goals. We are fortunate to have his skills on our team.

Noah trained as a financial advisor right out of Crandall University. This business major has finance and accounting training to help all types of clients with their planning. His love for planning helps him support our team with details few can provide. He brings a heart to help people with honest and true advice to all who need it, which is a great fit for our culture.

Old beyond his years, his wise counsel has created loyal clients for him to help for years to come. We are glad he has chosen to join our team.

Kristin has been working in the financial industry for over 16 years. Her vast knowledge allows her to provide accurate and comprehensive service to our clients. She's diligent, efficient, and proactive in her approach to her work, taking pride in her willingness to assist others, and welcomes clients, both in person and over the phone, with a smile and a genuine desire to help.

She is the mother of three children and enjoys spending time with them, going on adventures and exploring nature..

Her organizational skills provide terrific service to our valued customers. She is so willing to help anyone with a problem, making her a great fit for us.

Always in a good mood and providing a constant smile in the office, Kristin has dedicated her career to customer service and we are glad she has.

Becky had more than 12 years working with Freedom 55 Financial before joining our team. Her various roles at their office allowed Becky to learn and understand the internal workings of head offices, allowing us to be more proactive and knowledgeable in dealing with our providers. This education is only one aspect of this talented client coordinator.

Becky enjoys her daughters, her grandson, camping and the Toronto Maple Leaf’s, along with providing a terrific presence in the office daily.

Debbie keeps the consistent touches with clients in place to provide the best service we can. Her detailed, customer service style has clients appreciating how Charles Street keeps in regular contact with all our clients.

Debbie spends her time enjoying her daughters, hosting friends and teaming with her husband as they minister to the people of Hopewell.