Charlie Burgess
Investment Advisor @RBC Dominion Securities
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WORK HISTORY
Investment Advisor @RBC Dominion Securities
Toronto, ON, CA
EDUCATION
Bowdoin College
Double Major: Economics and Government & Legal Studies
Upper Canada College
International Baccalaureate
ABOUT CHARLIE BURGESS
As an Investment Advisor at RBC Dominion Securities, Charlie specializes in providing proven and customized wealth strategies for financially successful families, accredited investors, non-profit organizations, and both private and public corporations. He seeks to understand each client\'s unique values and situation to deliver a tailored approach for every wealth plan. Charlie holds a Bachelor of Arts degree from Bowdoin College, an international leading liberal arts institution founded in the U.S. during 1794. He completed a double major degree in Economics and Government & Legal Studies while competing on the Varsity Football and Rugby teams. Charlie\'s wealth management practice focuses on building, preserving, and protecting multi-generational wealth through long-term financial planning. He leverages his curiosity, his honesty, and his compassion to fuel his desire to provide success for his clients.
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