Team Members
Marie Josee BerthelotClient Experience Specialist
About Charles
If you are looking for an experienced financial advisor, you have come to the right place. I have worked in the financial industry for over 40 years and I have seen it all.
I focus on understanding what is important to my clients and help them develop a documented plan to achieve their goals.
I am involved with the North Bay Community as a director on the Yes Employment Board and have served as the past chairman of the board for the North Bay and District Chamber of Commerce. I work closely with the business community and offer strategic advice on business...
I focus on understanding what is important to my clients and help them develop a documented plan to achieve their goals.
I am involved with the North Bay Community as a director on the Yes Employment Board and have served as the past chairman of the board for the North Bay and District Chamber of Commerce. I work closely with the business community and offer strategic advice on business...
Focus Areas
- Estate and legacy strategies
- Retirement savings strategies
- Wealth protection strategies
- Special needs financial considerations
- Education savings strategies
- Wealth strategies
Personal Interests
- Fishing
- Music
- Community Outreach
- Golfing
- Sports Enthusiast
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
North BayMore to explore
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