604-688-6535 ext. 4
Charlotte brings with her over 15 years’ experience in the financial services industry including her LLQP, CFP, and CSC designations. Charlotte works closely with Nelson to develop and review client’s financial plans and investment portfolios, and also works one-on-one with clients to understand their retirement goals and provide recommendations to build and protect their wealth. Outside of work, Charlotte enjoys spending winters on the ski hill with her daughter, and summers camping and exploring beautiful British Columbia.
Designations and Associations
Certified Financial Planner (CFP) is an internationally recognized credential awarded in Canada by the Financial Planners Standards Council (FPSC). CFP professionals must meet the FPSC’s strict standards in education, experience and ethics. CFP professionals are the largest identifiable body of licensed financial planners in Canada with more than 17,500 individuals meeting the strict standards to attain this designation.
Canadian Securities Course (CSC) is a course provided by the Canadian Securities Institute. This rigorous course covers fundamental and technical analysis, as well as thorough overview of investing services for retail and institutional clients.
Suite 310 – 1650 West 2nd Ave Vancouver, BC V6J 1H6
PO BOX 1392 Squamish, BC V8B 0A9