Charles Street Financial is an Atlantic Canadian based financial services company offering financial advice and wealth management strategies to families and businesses.
We look at each of our clients individually and customize their financial plan according to their financial goals and objectives.
You need a specialized plan based on your unique circumstances. We are all individuals, so your plan should be as original as you are. We work with you to make sure each dynamic of your financial security plan is covered, whether it's estate planning, taxes, portfolio management or establishing a legacy.
Helping our clients achieve what they want for their families is our focus. Perhaps it's time to change your notions of what you can talk about with a Financial Advisor. At Charles Street, we can help you navigate tough family issues that may affect everything from your cash flow and investment choices to your estate plan. 40% of our families use our budget review process to help them stop going behind each month and take control of the resources needed to implement a financial plan.
In times of volatility, a discussion about the market can give you confidence you're making sound financial decisions, not emotional ones. As a Charles Street client, you can speak with an experienced advisor who will listen to your needs and goals, and will offer strategies in language that you understand. So come talk to our team, and we'll help you get started on the road to financial independence.
|(506) 857-8727 ext. 1|
Andy’s roots are from his family farm. As a fifth generation farmer he learned the importance of hard work and successfully completing what he started. He has 30 years of client relationship experience with corporate and individual clients. A natural entrepreneur, he understands the inner workings of corporate Canada. Whether employee benefits or business planning he is a trusted advisor.
Individuals like his straight talk and personal approach. Helping with budgeting, providing wealth management solutions or working with the next generation, he is always willing to help. His 21 years as a business owner and a lifetime of farm experience give him a unique approach to business owner issues, and as a father of four, he understands the importance of making the right decision for your family.
His faith, leadership and ability to create change have provided many opportunities to give back to his community and his family.
|(506) 857-8727 ext. 2|
Wayne brings over 35 years of insurance and investment experience to Charles Street. His industry knowledge provides a great resource to the team. Clients greatly appreciate his above-and-beyond service model that has framed his years in the business.
An avid gardener, he keeps the office full of fresh produce all fall. After the garden, this lifetime hockey player fills his winter on the ice. His family keeps Wayne going all year long and enjoying life.
|(506) 857-8727 ext. 3|
Linda has a knack to creating great plans for her loyal clientele. After years with a financial institution, she ventured on her own to create more value for her clients. Whether it is CPP and Disability Benefits paperwork or full-scale retirement plans, Linda’s service attitude is a hit with her clients.
Family is key to Linda and she thoroughly enjoys looking after her grandchildren and providing for her kids and parents.
|(506) 857-8727 ext. 4|
Noah trained as a financial advisor right out of Crandall University. This business major has finance and accounting training to help all types of clients with their planning. Though new to Charles Street, he brings a heart to help people with honest and true advice to all who need it, which is a great fit for our culture.
Old beyond his year, his wise council has created loyal clients for him to help for years to come. We are glad he has chosen to join our team.
|(506) 857-8727 ext. 6|
Her organization skills provide terrific service to our value customers. She is so willing to help anyone with a problem, making her a great fit for us.
Always in a good mood and providing a constantly smile to the office, Lise has dedicated her career to customer service and we are glad she has.
|506-857-8727 ext. 7|
Debbie keeps the consistent touches with clients in place to provide the best service we can. Her detailed, customer service style has clients appreciating how Charles Street keeps in regular contact with all our clients.
Debbie spends her time enjoying her daughters, hosting friends and teaming with her husband as the minister to the people of Hopewell.
When specialized expertise is required, I have access through Freedom 55 Financial to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning.
After obtaining his Bachelor of Business Administration degree (honours) in Accounting from St. Francis Xavier University in 1993, Patrick obtained his Chartered Accountant (CA) Designation in Nova Scotia in 1996 and completed the Canadian Institute of Chartered Accountants' In-Depth Tax Course in 1999.
Patrick has been a Tax and Estate Planning Consultant with the Sales and Marketing Centre since September of 2000. As a consultant in this group, he partners with financial security advisors to provide direction to clients as they plan for the eventual transition of their wealth. Patrick works predominantly with business owners, professionals and high net-worth families. He focuses on technical and relationship issues surrounding business exit planning, life-long wealth management and the transition of wealth between generations.
Michael bring extensive experience in financial planning to our organization's clients and delivers value- added knowledge and service to our team. His Modern Portfolio Theory investment strategies create plans that spread appropriate risk profiles and diversify clients globally.
He is an experienced financial leader with more than 25 years of professional investment experience. He has worked with both institutional (pension, endowment and foundation funds) and high net worth investors. His background includes corporate finance, consulting, investment management and advising roles.
Michael is a Certified Management Accountant (CMA) and Chartered Financial Analyst (CFA). He has also completed the Canadian Securities Course, Conducts and Practices, Canadian Insurance Course and Wealth Management Essentials.