Charly has been a licensed Financial Advisor for over 20 years. Prior to this, he was a Finance Director at Londonderry Dodge and a Branch Manager with Wells Fargo. These work experiences and his education at NAIT and the University of Lethbridge, have given him the ability to build customized financial plans. He works with a variety of people including young individuals starting their financial journey, all the way up to business owners that require comprehensive tax, estate and succession planning. What people enjoy the most, is he doesn’t have any minimum or maximum contributions limits, his only requirements are people that take their financial well being seriously and trust that he’ll be the one to help them get there.