Charlie Stanton Relationship Manager, Private Equity

Charlie is focused on ensuring investors fully understand the breadth of the investment opportunities available to them, including Canadian private real estate investment trusts (REITs) and renewable infrastructure investments. He thrives on being the subject-matter expert for his clients and imparting valuable information to them at the right time so that they can make well-informed decisions to grow their wealth.

Fuelled by deep curiosity and a passion for learning, Charlie approaches each investor conversation with a desire to understand their motivations, concerns, and goals.

Charlie brings 10 years of experience in the investment industry, working with high-net-worth clients in both financial advisory roles and in the self-directed investment space, managing and building investor relationships at large Canadian banks, including BMO, CIBC, and RBC Dominion Securities. In all his roles, he fostered a client-first mindset that continues to guide his approach to investor partnerships, along with the belief that investors teach him just as much as he advises them.

Charlie holds a Bachelor of Arts degree in Economics from McMaster University; an Honours Bachelor of Commerce degree from the University of Windsor; and an MBA from Ivey Business School.