Charles Funk, CMA, CFP
As an Investment Advisor and Financial Planner at BMO Nesbitt Burns Private Client Division, Charles has a distinctive connection with the business community in Southern Alberta. He is a Certified Management Accountant (CMA) and CERTIFIED FINANCIAL PLANNER® professional that provides him with specific skills to understand the unique corporate, family and personal situations of his clients.
Many of his clients are small business owners that require integration between personal and business goals. Charles has the ability to converse with other professionals, including legal and accounting resources, to provide a comprehensive solution.
Charles and his wife Wendy, along with two daughters, are long time residents of Lethbridge. Active in the community with different boards and organizations, he is proud of the long lasting, steady relationships he has forged with his clients.