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) 853-6111 ext. 205|
Andy’s roots are from his family farm in Corn Hill, NB. 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 17 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 through serving in the past on the Camp Wildwood board, the Sackville Basketball Association, with the Middle Sackville Baptist Church as moderator, 11 years as community and high school basketball coach and is currently chair of the Sackville Memorial Hospital Foundation.
Sara Grant is the newest addition to Charles Street Financial Inc. Her background in Accounting and Administration, combined with her genuine desire to see our clients succeed, is an invaluable asset to our team. Sara has quickly become highly knowledgeable in the systems and procedures of our partners and can help make your transition to Charles Street a very smooth endeavour.
Sara brings years of hard work to the Charles Street team and has continued that with her recent licensing for Mutual/Segregated Funds and all Insurances with the highest mark in Canada this year. Now she is able to assist you in all your financial needs and looks forward to speaking with you.
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.
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 20 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.
Dave’s over 40 years in the financial service industry gives him a unique perspective on trends and planning.
With 20 years as a financial advisor, and as a mentor and sales manager, Dave has extensive sales experience and knowledge of the industry. He understands the attributes of sound financial consulting and sales practices, and has a passion for Life insurance and the challenges faced by all clients, in crafting the right solutions for their lives.
Dave is a graduate of Concordia University in Montreal, with a Science degree in mathematics and computer science. He holds designations as an FLMI in Information Systems, a CFP, and is currently completing his CLU. He started his career with the corporate offices of Sun Life, in both Montreal and Toronto.