Associate Investment Advisor
CFP®
Associate Investment Advisor
CFP®
Charles has been in the financial services industry since 2007 and joined TD Wealth Private Investment Advice in 2015. He has extensive capital markets experience and works closely with our high-net-worth clients to understand their big picture. As a holder of the Certified Financial Planner designation, Charles supports our clients with all their planning and long-term strategy needs, developing customized financial plans that address retirement planning, education planning and investment solutions.
Charles holds the CFP® designation and is licensed to advise and trade options.
Associate Investment Advisor
PFP®
As an Associate Investment Advisor, Brad works with affluent individuals and families to deliver custom wealth management plans. Brad started in capital markets in 1997 and has since specialized in working with high-net-worth families. Brad focuses on understanding our clients’ financial needs and building customized plans that address unique needs related to investments, retirement planning, estate planning strategies and alternative investment solutions.
Brad holds the PFP® designation and is Options Derivatives licensed to advise and trade options.
Client Service Associate
Client Service Associate
Jake started at TD Wealth in 2019 and joined Bytown Wealth Management in 2021. He focuses on ensuring operational efficiency and assisting our team in providing a seamless client experience. Jake is continually advancing his knowledge through industry training and professional development courses that enable him to provide support and expertise to our clients by answering questions and providing context.
Jake holds a Bachelor of Business degree in Finance and Economics from St. Francis Xavier University.
