Charlene Birdsall, (RIAC)

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Investment Advisor and Portfolio Manager
National Bank Financial

400-200 Waterfront Drive
Winnipeg, MB
R3B 3P1

Tel: 204.925.2252
Email | Website | Linkedin

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.



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AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
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Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
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CoPower