"Research, and my personal experience, have confirmed that risk management and tax minimization are the most critical factors to successful, prudent wealth management.
Investment focus, by itself, is simply not enough in my view.
If you don't get the risk management and tax minimization strategies correct, your assets and lifestyle may be seriously impacted."
- Charles Nudo, Investment Advisor
As a chartered accountant and former tax specialist with a leading chartered accounting firm, Charles stresses the importance of focusing on the bottom line. In a language that's easy to understand, he will share his research, strategies and personal experience to help better structure your assets to maximize your after-tax cash flows, and protect and grow your nest egg.
In recognition of his commitment to knowledge, professionalism, and high ethical standards, Charles was awarded the Fellow of the Canadian Securities Institute (FCSI) designation. This honor is reserved for financial service professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. According to the Canadian Securities Institute, it is among the highest honors in the financial services industry.
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