Charlie Scharfe is an Investment Analyst 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.