Charles has over 30 years of experience in the financial service industry. He currently leads CIBC Private Wealth Management and Wood Gundy’s operations for the Quebec Region.
He’s responsible for building and implementing strategies to better meet the needs of wealthy individuals and families. Under his leadership, teams of advisors strive to deliver tailored and integrated wealth planning solutions to high-net-worth clients. This includes intergenerational wealth transfers, cash management, credit and investment solutions, trust services, estate and financial planning. Charles focuses his advisory teams on developing relationships with internal partners to cover all client needs.
Charles previously worked as Executive Director, Quebec Region at CIBC Wood Gundy, as well as Branch Manager of the Ville Marie branch and sub-branches (Sherbrooke and Joliette).
He holds a master’s degree in Administrative Science from Université de Sherbrooke and a bachelor’s degree in Business Administration from Université de Laval. He also holds an insurance license from the Autorité des marchés financiers. Charles is greatly involved in the industry, including the Canadian Investment Regulatory Organization (CIRO) for more than 8 years. He was the Chairman of the Quebec District Council for two years.
Charles lives in Montreal, where he supports a number of charities, such as Fondation Charles Bruneau, whose mission is to give children with cancer the best chances of recovery by financing research and projects, and Fondation Gemini, whose mandate is to help families in need to give newborns and their parents a better head-start.
