Charles Carver – BMO Nesbitt Burns

Specialties

We specialize in developing tax-​efficient investment strategies to help individuals meet their financial goals.

The first step is figuring out exactly what those goals are… how much will you need to retire? Saving to buy a house/​cottage?

The next step is coming up with a plan to meet those goals and ensure that plan falls in line with your risk tolerance and timeline.

From there we implement a savings and investment strategy and review it periodically to ensure everything stays on track.

It is a pretty simple process to undergo in order to put your concerns at ease!

History

Established in 2006.

I have been investing since I was 10 years old. It all started with stashing away my allowance and instead of buying toys, buying investments. Checking the financial section of the paper every Saturday with my Dad we tracked our investments. There was something exciting about watching the money grow when you made a good choice of investment.

In 2006 I started in the industry and have been lending my years of experience to clients ever since.

Meet the Business Owner

Charles C.

Business Owner

I graduated with an Economics degree from Wilfrid Laurier University in 2002. I have been obtaining various courses through the Canadian Securities Institute since. In my mind continuing education keeps the mind sharp and continues to open doors to new ideas.