Certified Financial Planner and full service advisor with Edward Jones since 2003.
Over 25 years in the financial services industry.
Services include:
Investment Strategies;
Retirement Planning;
Asset protection (insurance);
Estate Planning;
Responsible Investing Options utilizing Environmental, Social and Corporate Governance (ESG) standards.
We provide comprehensive investment and financial planning with a screen for socially responsible companies in both Canada and the United States.
With an extensive financial background, Charlene is able to provide a total wealth management experience for all her clients. This includes estate, financial, and retirement planning as well as quality investment advice, insurance and discretionary portfolio management, with a focus on social responsible investments and tax efficiency. Charlene believes in providing the right advice and solutions that are easy to understand that brings real value to your life.