Chuck started his 25+ year career in wealth management by trading his own money on both the Toronto and Montreal exchanges. It was there that he gained comprehensive knowledge of the markets through researching, designing, and implementing his own trading systems, this experience providing him with unique perspectives he weaves into creating well-rounded client portfolios.
That hands-on knowledge has helped Chuck build a successful career as a Portfolio Manager, a title earned by a select group of professionals across Canada who are uniquely licensed to make daily investment decisions for clients.
Chuck shares responsibility for many investment management aspects at Watermark Stone Wealth, including co-managing the Managed Account Platform with Doug Stone.
Happiest researching market movements and identifying new investments to create more depth in client portfolios, you’ll often find Chuck in front of a spreadsheet, or with his nose deep in a book on investing.
Chuck is kept busy at home by his wife, Charlotte, and their two children. An active member of the Midweek Cycling Club, Chuck participates in races, and volunteers to help organize and run club events.