CPA, B.A., M.Sc.
Charlie Scharfe is a Wealth Associate at Our Family Office Inc., 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 implementation of wealth planning strategies and portfolio reporting.
Prior to joining the firm Charlie worked in both the High Net Worth Financial Planning and Portfolio Analysis divisions at Scotiabank.
In addition, Charlie is a CFA Charter holder, holds a Master’s degree in Real Estate from the University of Glasgow Scotland and an undergraduate degree in Economics from McGill University.