Charles joined National Bank Financial in 2009 after graduating from Concordia University's John Molson School of Business.
In 2013 he completed the Chartered Investment Manager designation and today he is a Portfolio Manager within our team.
A firm believer in process and discipline, Charles helps our clients get their finances organized by ensuring that they follow a clear strategy. From basic personal budgeting and saving strategies, to more complex retirement planning and retirement income management, he serves as the gatekeeper between our clients and all of our professional resources.