1400 – 360 Main Street
• Comprehensive investment planning
• Integrated team of specialists
• Tax minimization strategies
• Estate and transition planning
• Insurance tax planning
• Creating a Legacy
• Philanthropy and Giving Strategies
Charles started in 1987 with in this industry. Charles combines a great amount of formal training with a vast amount of technical and analytical experience. The Charles Fisher Group includes Laura Woodman as Associate Investment Advisor, Katie Lipinski as a Marketing Assistant and Mark Moulson as an Estate and Insurance Advisor. This team combines a wealth of knowledge and extensive experience to help better serve your many financial needs.
Creating solid portfolios is only a portion of what we do. We also help clients deal with many financial concerns, and use our experience to build solutions that clients may not even have thought of.
About BMO Nesbitt Burns
BMO Nesbitt Burns is a strong, proud and determined organization with its sights set on becoming the number one financial services firm in North America. Our technology, research and relationship with the bank sets standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.