Charlotte Paul is a Associate Portfolio Manager and the leader of Perspective Wealth Management. She helps women maintain – or re-establish – financial wellbeing during times of transition (like divorce or the loss of a spouse). She also works with, and advises, small charities and private foundations.
Charlotte has personally had to navigate times of major transition – including the loss of a partner – which has given her a unique understanding of the fears, emotions, and challenges women face at these critical times. Her goal is to help women establish independence and financial wellbeing so they can live life to its fullest and achieve the goals they’ve set for themselves and their families.
Charlotte’s career in finance began in 2003. After spending four years working in retail banking, she moved to a sales role with top-tiered Canadian mutual fund company where she remained for nearly a decade. During that time, Charlotte worked with more than 1500 financial advisors – which allowed her to study, and gain a deep understanding and respect for, what makes a truly outstanding financial advisor.
Charlotte holds a Bachelor of Arts from the University of Victoria, has her Chartered Investment Manager (CIM®) designation through the Canadian Securities Institute.
Originally from British Columbia, Charlotte has lived in Toronto since 2015. When not at work she enjoys spending time with her English bulldog, Benedict, and exploring all of the exciting things that Toronto has to offer.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
Get better acquainted with us and how we can help you