With 25 years of experience in the financial services industry, Charlie thrives in client engagement and advisor support. Most recently, he led the Calgary Workplace Solutions team at JPMorgan, focusing on delivering optimal experiences for corporate clients.
For more than a decade, Charlie previously worked closely with the Raintree Financial Solutions team, developing strong relationships and a deep appreciation for the firm’s commitment to advisors and investors. He is thrilled to be joining forces with many familiar faces and reconnecting with his “old” friends at Raintree.
Outside the office, Charlie is a proud child of the 1980s and a loyal vintage-movie, music, and pop-culture nerd. In college, he was one of those theatre kids with a very specific career plan: land a role in a low-budget Canadian horror film, become a cult classic, and spend the rest of his life signing autographs at fan conventions. As financial plans go, it lacked a little diversification, but Charlie’s self-financial planning skills have thankfully improved since then. At home, Charlie is father to Kenny G., a feisty little Min Pin, who is Charlie’s real boss!