Charlie Scharfe
Co-CIO and Portfolio ManagerCharlie Scharfe is the Co- CIO and Portfolio Manager at Our Family Office, supporting both the investment and planning aspects of the firm. His responsibilities include developing appropriate asset allocations for each client, conducting due diligence on potential investments, assisting in the implementation of wealth planning strategies and portfolio reporting.
Highlights of Charlie’s Career to Date Include:
- Scotiabank: Prior to joining the firm, Charlie worked in both the High Net Worth Financial Planning and Portfolio Analysis divisions at Scotiabank.
Professional Credentials & Qualifications:
- CFA Charter holder.
- Master’s degree in Real Estate from the University of Glasgow Scotland.
- Undergraduate degree in Economics from McGill University.
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Tim Cestnick’s Globe & Mail Articles
Tim Cestnick's Globe & Mail Articles
Catch up on our Co-Founder and CEO, Tim Cestnick's weekly column. His status as an expert is reinforced by his role as a tax and personal finance columnist for The Globe and Mail, Canada’s most prominent national newspaper.
Investment Thinking
Investment Management
We provide tax-efficient preservation and growth of your investment assets, utilizing best-in-class global strategies, strategic asset allocation, rigorous due diligence on managers and their selection.
Podcasts
Podcasts
Our Family Office proudly presents the Our Family Office Podcast. Throughout the inaugural season, host Adam Fisch speaks to various experts from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.