Investment Advisor and Portfolio Manager
National Bank Financial
400-200 Waterfront Drive
Licensed in BC, Alberta, Saskatchewan, Manitoba and Ontario
I am concerned about the sustainability of our environment for future generations. I also feel like-minded investors should have the choice for their investments that focus on open and defined environmental, social and corporate governance (ESG) standards. Ethical investing is a great opportunity for investors’ peace of mind as it creates positive impact by highlighting not just on the corporate bottom line, but rather on the economic, environment, and social impact. There is growing evidence that responsible investing reduces risk and leads to superior long-term financial returns.
My name is Charlene Birdsall, and I have been in the financial industry over 30 years. I started in the insurance industry, and while taking the Certified Management Accountant’s degree, started in the securities industry, which I love.
With my extensive financial background and the help of our partners, I provide a total wealth management experience for all our current and new clients, from discretionary management of investments (stocks, bonds, derivatives, mutual funds), estate planning, financial planning, and insurance, while keeping in mind tax efficiency at all times.
I am happy to meet new prospective clients and I will ensure that your investment goals and peace of mind prevail.