Charles and his team help wealthy families meet a wide range of investment objectives. Using conservative investment management strategies to build and manage portfolios for the long term, the team provides valuable personal investment advice to clients engaged in managing and growing small and medium-sized businesses in the greater Montreal region.
With more than 30 years of experience as an investment advisor, Charles can serve clients in British Columbia, Ontario, Nova Scotia and Quebec. He holds a Bachelor of Commerce, Finance from Concordia University.
Charles served his country in the Canadian Forces, retiring as a Major with the Canadian Decoration in 1994, and serving as the Honorary Colonel of the 2nd Field Regiment, Royal Canadian Artillery from 2008 to 2015. Currently, Charles is President of the Maison Biéler foundation, an organization supporting homeless veterans and veterans experiencing housing instability. Charles is also on the Board Directors of Exporail, the Canadian Railroad Museum in Saint-Constant, a governor of "Les amis de la montagne", a not-for-profit organization safeguarding the heritage of Mount Royal, and was Honorary Chair of the Mount-Sinaï Car Rally fund raising event in 2012. He is a Director of the Artillery Association of Montreal and Westmount Battery, both organizations in support of verternas in the Montreal region.