Charles Street Financial provides financial advice and wealth management strategies to families and businesses.
We look at each of our clients individually and customize their financial plan according to their financial goals and objectives.
We work with you to make sure each dynamic of your financial security plan is covered, whether it's estate planning, taxes, portfolio management or establishing a legacy.
Helping our clients achieve what they want for their families is our focus. Perhaps it's time to change your notions of what you can talk about with a Financial Advisor.
At Charles Street, we can help you navigate tough family and business issues that may affect everything from your cash flow and investment choices to your estate plan
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.
Serge has over 20 years’ experience helping clients with detailed plans. After years at BMO he joined us to bring his investment knowledge and supreme customer service skills to Charles Street. His focus on investment details provide clients with security that their savings are in good hands.
Raised in the area and fluently bilingual, Serge provides his excellent service in both official languages. 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.
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Lise is the glue that keeps Charles Street together and functioning at such a high level. Lise had a successful 20-year career with UPS.
Her organisational 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, Lise has dedicated her career to customer service and we are glad she has.
Becky had more than 10 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, granddaughter and Toronto Maple Leaf’s, along with providing a terrific presence in the office daily.
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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.
When specialized expertise is required, I have access to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning.
After obtaining his Bachelor of Business Administration degree (honours) in Accounting from St. Francis Xavier University in 1993, Patrick obtained his Chartered Accountant (CA) Designation in Nova Scotia in 1996 and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course in 1999.
Patrick has been a Tax and Estate Planning Consultant since September of 2000. He partners with financial security advisors to provide direction to clients as they plan for the eventual transition of their wealth. Patrick works predominantly with business owners, professionals and high net-worth families. He focuses on technical and relationship issues surrounding business exit planning, life-long wealth management and the transition of wealth between generations.
David brings extensive experience in financial planning to our organization's clients and delivers value-added knowledge and service to our team. His Modern Portfolio Theory investment strategies create plans that spread appropriate risk profiles and diversify clients globally.
He is an experienced Financial Planner with strong skills in Portfolio Management, Estate Planning, Financial Planning and Retirement Planning.
He is an experienced financial leader with more than 25 years of professional investment experience. His background includes investment management and advising roles.
Matt has an ability to configure extremely detailed Life, Critical Illness and Disability planning in to simple terms that we can all understand. He loves wading into a complicated estate situation looking for how he can mitigate risk and saving taxes for our clients. We are thankful he is available to assist our clients in their journey.