About Charles Street Financial Inc.

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

Our Team

Andy Marr
President / Insurance Advisor

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 Mason
Insurance Advisor

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 Mason
Insurance Advisor

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 Robichaud
Insurance Advisor
Investment Advisor

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 Brownlee
Insurance Advisor

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 Walker
Client Coordinator - Andy Marr / Noah Brownlee

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 Allen
Client Coordinator - Serge Robichaud

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 James
Relationship Coordinator – Andy Marr

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.

Supported by a team of experts

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.

Patrick Edwards, CPA
Wealth and Estate Planner

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 Konning, PFP, TEP
Private Wealth Counselor

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 Corey
Insurance Specialist

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.