Though he is officially Charles, his clients know him as Charlie. With more than 30 years of experience in financial, retirement and estate planning, Charlie always offers his clients a S.M.A.R.T. approach to their finances.
Charlie stays S.M.A.R.T. by attending industry workshops and seminars. His knowledge of current market trends and conditions, combined with his many years of experience means that Charlie always provides his clients with a balanced perspective.
Charles Brophy is a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). He is legally authorized to offer his professional services and sell mutual funds in Ontario and Quebec.
Clients can count on Charlie to give expert advice with a personal touch. Whether you need help with financial, retirement or estate planning, Charlie will help you achieve your financial goals.