CHARLIE’S STYLE + APPROACH
Charlie’s approach is to “listen first, advise second.” Charlie applies his unique expertise to finding and implementing financial solutions for his clients and his clients benefit from his deep understanding of people, risk, financial security and market opportunities. His “listen first, advise second” motto allows him to meaningfully interpret his clients’ financial goals while applying his analytical skills to deliver quantifiable solutions.
SPECIALIZES IN
- Approachably working with clients to distill and prioritize their financial goals and formalizing the steps in achieving them
- Explaining complex financial concepts and products into straightforward, easy-to-understand language that enables his clients to make informed decisions
WHAT YOU MIGHT NOT KNOW ABOUT CHARLIE?
Charlie was born and raised in Vancouver but spent close to ten years in New York City practicing corporate and securities law. He is very proud to call Vancouver his home and, on most evenings, can be found trying to grill the perfect NY strip steak on his Big Green Egg barbeque. When he’s not working, Charlie can typically be found playing sports, watching sports, spending time with his 2 kids, wife and dog or walking the trails of North Vancouver.
WHY ZLC
“Joining ZLC is an absolute thrill for me. I’ve had a front row seat to my father’s tremendous career at ZLC and am very proud to have now officially become a part of the ZLC family.”
