Charles leads the finance, information technology, operations, project management and facilities management teams. As an executive team member, Charles is focused on executing the strategic plan.
Member of:
- Executive Committee
- Product Management Committee
- Valuation Committee
- Sustainable Investing Committee
- Best Execution Committee
- Operating Committee (Chair)
Career:
- Addenda Capital: Chief Operating Officer (since 2024); Executive Vice-President, Operations and Information Technology (2018-2024); Vice President, Operations and Information Technology (2013-2018)
- National Bank Trust: Vice-President of Specialized Administration (2010-2013)
- Natcan Investment Management: Senior Vice-President of IT and Operations (2003-2010)
- Altamira Management: Manager, Investment Operations (1995-2003)
Education:
- Honours Bachelor of Commerce in Finance from the University of Windsor
- Bachelor of Arts in Mathematics from York University
- Certificate from the Canadian Securities Institute (CSI)