Brad Charlton

Senior Portfolio Manager

Growing up on a farm outside London Ontario, I learned from a young age responsibility and the value of hard work. After a busy childhood, I moved to Kingston and earned my Bachelor of Arts degree from Queen’s University and later an MBA from the Schulich School of Business at York University. My wife, Carrie and two sons, Sam and Spencer, spend much of our winters skiing and snowmobiling just outside Creemore, Ontario. I enjoy coaching my sons hockey and still get out to play regularly myself.

I started as an investment advisor in 1992, joining BMO Nesbitt Burns in 1995. My expertise is in portfolio strategy for clients as well as the strategic direction of the Charlton Group.

Jack Bryant

Administration Associate

Jack Bryant is an Administration Associate of the Charlton Group. He graduated from University of Ottawa with an engineering degree. During this time, Jack developed an avid interest in investments and financial markets. He is responsible for all aspects of client service including trade execution, money movements and document management. Outside of work, Jack enjoys playing an array of sports and going to see live music.

Our Partners

Rhonda Blanch

Rhonda Blanch

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Rhonda began her career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth.

Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.

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Jim Kraft, CPA, CA

Estate & Insurance Advisor

Jim works closely with our team as our insurance specialist.  We understand that death and disability are risks to any long-term plans, including financial plans.  Any robust financial planning should include reviewing and determining if insuring those risks is recommended.  We also recognize that for certain clients, insurance can be attractively structured as a highly tax-effective investment rather than simply a risk management tool.  This is where Jim’s expertise is especially valuable.  Jim is highly qualified in the areas of tax planning and insurance structuring, and his extensive experience coupled with his thoughtful analysis has proven extremely valuable to our clients.