Senior Consultant, Advisor Practice Management
at Scotia Wealth Management
With over twenty-five years of experience in wealth management, Charles works with Advisors and Leadership teams to build the foundation and structure necessary to help them scale their practice. He supported and partnered with advisors in both the IIROC and MFDA distribution channels, providing him with a unique perspective to enable advisors to achieve their strategic objectives, while bringing operational effectiveness to their team and process. He holds a Bachelor of Commerce from McMaster University, is a Fellow of the Canadian Securities Institute, a CIM designation holder, and holds his Behavioural Financial Advice designation from Kaplan University. He is currently completing his coach training through the Co-Active Training Institute.
