Charles McCarthy

Charles McCarthy, MBA, CIM®, CFP®, FCSI®, serves as a Portfolio Manager and formerly held the title of Associate Portfolio Manager and Senior Financial Consultant at MD Financial Management since April 2013. Prior to this, Charles worked as an Investment Advisor at BMO Nesbitt Burns from September 2010 to March 2013, leading a team of experts to provide tailored financial solutions for busy professionals. Charles's educational background includes an MBA in Business from Memorial University and additional degrees in Pure Mathematics and Education. Charles has acquired various professional designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of CSI, among others.