Charlie has worked in finance and investing for
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 2016, Charlie was Vice-Chair on the Executive Committee of National Bank Financial. In 2016, he served
on the Board of the Investment Industry Association of Canada.
Charlie is responsible for all strategic direction and oversight
of Wellington-Altus Private Wealth.