Charlie Scharfe is a Wealth Associate 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.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?