Wealth Advisor & Portfolio Manager
Starting in insurance and moving to securities while obtaining her Certified Management Accountant's degree, Charlene has more than 30 years of experience in the financial industry. With her extensive financial background, Charlene is able to provide a total wealth management experience for all her clients. This includes estate, financial, and retirement planning, as well as investment advice, insurance, and discretionary portfolio management. Tax efficiency is also an important aspect in all of Charlene’s investment planning strategies. As a portfolio manager, Charlene’s specialty is helping clients have a comfortable retirement. Her goal giving clients peace of mind by taking the worry out of retirement planning. Charlene is also one of the first advisors in Canada to be a Certified Member of the Responsible Investment Association. Charlene has been married to her husband Rick for the last 28 years, and they have two children, Alexis and Calvin, plus three grand-puppies, Murphy, Declan, and Bauer.
Insurance products and solutions are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF). Therefore insurance products are not protected by the CIPF.
“I am very satisfied with the way Charlene and the rest of the NBF staff are managing my portfolio.” - Al M.
"I have worked hard for my money, and trust Charlene's expertise to look after it." -Rick B.
“Always helpful and aware of needs.” -John F.
“I always feel at ease when making decisions with Char, she is concise and considers my time.” - Edward S.
“Satisfied Client.” -Mr. & Mrs. Leonard T.
“I am very happy and do not worry about my investments. Advice to change when needed is prompt and always has the client in mind.” -Pat W.
“Keep up the good work.” -Darren A.
“I am fully satisfied with the service I receive. All transactions are explained in layman’s terms that I understand.” -Bonnie C.
"Keep up the good work! I have watched my mom's (Germain) portfolo steadily increase. Always nice to receive a call from Charlene." -Rick B.
"I really appreciate the help I receive from Charlene!" -Linda W.
"Appreciate Charlene Birdsall's professionalism and positive personal interaction." -Dieter and Ellen M.
"Over the years Charlene has been very good to us with the sound advice she has given us - this has improved our lives - there is no doubt about that." -Bob M.