Meet Our Team

Dennis Charrette - CFP, CIM, FCSI

Dennis Charrette recognizes that your circumstances are unique and that Trust is at the heart of the financial planning relationship. Trust in the planner's competence, integrity and objectivity; Trust that the planner will act first and foremost in your best interest.

Dennis has been in the financial services business for over twenty years. In his efforts to ensure he provides his clients with the expertise that they are entitled to expect, Dennis has obtained the following designations:

CFP – Certified Financial Planner
Offered by the Canadian Institute of Financial Planning
Developed specifically for individuals who wish to become qualified professional financial planners

CIM – Canadian Investment Manager
Recognized as one of Canada’s most senior institutional portfolio management courses
Developed for people working in the securities and financial services industry who wish to keep pace with the ever-increasing standards

FCSI – Fellow of the Canadian Securities Institute
Awarded to individuals in the securities industry, with specialized knowledge needed to be well informed and competitive

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