Chief Executive Officer

• Jan 2023 - Present

Charterhouse Prime Investments is a Private Capital Market Dealer that is dedicated to helping investors grow their wealth through a variety of private (exempt market) investment opportunities. It is our mission to help our clients navigate private investments with honesty and care. Charterhouse Prime Investments is a Private Capital Market Dealer that is dedicated to helping investors grow their wealth through a variety of private (exempt market) investment opportunities. It is our mission to help our clients navigate private investments with honesty and care.

Financial Planner

• Jan 2011 - Dec 2022

Financial Planner

• Jan 2011 - Dec 2022

The views and opinions expressed are strictly my own and are not necessarily those of my employer. Information concerning financial markets that may be shared here was developed at a particular point in time and is subject to change at any time. Every effort has been made to compile this information from reliable sources, however, no warranty can be made as to its accuracy or completeness. Investors need to seek appropriate professional advice before making any financial decisions. It may also include forward looking statements concerning anticipated results, circumstances, and expectations regarding future events. Forward-looking statements require assumptions to be made and are, therefore, subject to inherent risks and uncertainties. There is significant risk that predictions and other forward looking statements will not prove to be accurate. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing. Mutual funds are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other products and services are offered from the entity listed below: Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd provides investment and financial planning services. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. Show less

Financial Advisor

• Jan 2008 - Oct 2010

Financial Advisor

• Jan 2005 - Dec 2007