I have worked in the Financial Industry for many years - 37 year to be exact. I started with Canada Trust in Ottawa as a part-time teller and worked my way up the ladder and finished my career as Branch Manager of TD Canada Trust downtown North Bay.
After a short period of time in retirement, I decided I still wanted to help individuals reach their financial goals and dreams. After an extensive search for the best fit for me with an investment firm, I chose Edward Jones as they provided the best support in helping me achieve the objectives for my clients.
I am involved in the community through the North Bay and District Chamber of Commerce. I am currently the Past Chairman of the Board and enjoy working with the business community to make the North Bay and area a better place to live.
Working at Edward Jones gives me the opportunity to get to know you and customize solutions that best fit your needs. I have a standardized process when creating recommendations and will meet with you on a regular basis to monitor and adjust the plan as necessary.
I moved to North Bay in 1991 with the Bank and told them I would stay for 2 years only. As you can see I have decided to stay and raise my family and I am very proud to call North Bay my home.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Special Needs Financial Considerations
- Education Savings Strategies
- Wealth Strategies
My Personal Interests
- Auto Racing
Phone NumberCharles A Elliott at (705) 495-1129
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