Charlie has worked in finance, investing, and wealth management for over 35 years. He was the founder of Wellington West Holdings Inc., which National Bank of Canada purchased in 2011 for $333 million. From 2011 to 2015, Charlie was Vice-Chair on the Executive Committee of National Bank Financial. He also served as Chairman of the Board for the Investment Industry Association of Canada (IIAC). Most recently Charlie was inducted into the 2018 Wealth Professional Inaugural Hall of Fame and named by Wealth Professional Magazine as one of the Top 50 Advisor’s in all of Canada. Charlie is responsible for all strategic direction and oversight of Wellington-Altus Private Wealth.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.