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After completing his MBA degree with a finance focus, Charles worked for several years in finance with both the Federal Government and private sectors. He has been working in Personal Financial Planning for over 10 years.
In addition to a Bachelor's degree in Engineering and a Masters in Business Administration, he has earned the Certified Financial Planner (CFP) designation.
The approach Charles takes is to look at the complete financial picture for his clients - their current situation, their financial goals and how they can achieve those goals. His aim is to provide financial peace of mind for his clients on their terms and at their comfort level.
His clients can expect to be treated as unique individuals and receive a written financial plan prepared for their particular situation that reflects their risk profile and financial goals.
The questions and concerns of his clients are usually answered within 24 hours and often on the same day, either personally or by his Executive Assistant.
Through Charles, clients have access to a network of related professionals such as Lawyers and Accountants who can provide expert advice on every aspect of financial planning.
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