Charlie Leblanc is an Associate Investment Advisor at Wellington-Altus Private Wealth. He is responsible for meeting with clients, investment strategies, portfolio reviews and problem solving. Charlie has helped many clients understand their investment portfolios and aided them in achieving their financial goals. He also has some insurance background when it came to evaluating the risk of businesses for Group Benefit Plans as an Underwriter. Charlie graduated in 2011 from the University of Regina with a Bachelor of Business Administration, majoring in Finance. He also obtained a certificate in Economics.
In the pursuit of ongoing education, Charlie is currently working towards obtaining his Chartered Investment Manager (CIM) designation.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.