Charles Barone

Biography

He brings over twenty years of wealth management experience. This included his work as a senior wholesaler in both the IIROC and MFDA distribution channels throughout Ontario with several firms, including over ten years spent with Fidelity and Russell Investments.

Charles is a Fellow of the Canadian Securities Institute, a CIM designation holder, and holds his Behavioural Financial Advice designation from Kaplan University.

Over the last five years working in Practice Management, Charles leveraged those skills to help build a foundation and structure for Investment Advisors and their leadership teams to help them scale their practice with a strong emphasis on advisor enablement. This includes scalable turnkey solutions and strategic planning, integrated wealth advisory solutions, and operational implementation strategies.