As your financial needs evolve over time, you need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. I understand this and can help you.
Allow me to introduce myself: Charlene Birdsall, Portfolio Manager and Investment Advisor at National Bank Financial – Wealth Management. My team and I are committed to managing the world’s most important investments: yours!
On this site, you can learn about our team approach to managing your wealth, as well as our diversified service offering and the many solutions available depending on your stage in life.
As a member of the National Bank Financial Wealth Management, I can draw on more than a century of know-how and the resources of one of Canada’s largest financial groups. I have both the expertise and the resources to help you build and manage the assets you need to reach your goals. After all, I have been navigating our clients through investment decisions for over 18 years.
I offer each of my clients a personalized approach and a customized investment portfolio. I feel like-minded investors should have the choice for open and defined environmental, social and governance (ESG) standards for their investments. I can also recommend complementary financial products and services in order to meet all of my clients financial needs.
If you have questions or want more information, please do not hesitate to contact me in Winnipeg at 204-925-2252 or throughout Manitoba and Canada at 1-800-461-6314 .