Senior Consultant, Advisor Practice Management
Current
May 2023 - Present
AeroLeads people directory · profile
Charles Barone Email & Phone Number
Advisor Practice Management, Eastern Canada at Scotia Wealth Management
at
Scotia Wealth Management
1 work email found
@td.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Advisor Practice Management, Eastern Canada at Scotia Wealth Management
Location
Canada, Canada, Canada
Company size
Who is Charles Barone? Overview
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Quick answer
Charles Barone is listed as Advisor Practice Management, Eastern Canada at Scotia Wealth Management at Scotia Wealth Management, a company with 3 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Charles Barone.
Charles Barone previously worked as Senior Consultant, Advisor Practice Management at Scotia Wealth Management and Practice Management Senior Practice Consultant at Td. Charles Barone holds Commerce, Business from Mcmaster University.
Company email context
Email format at Scotia Wealth Management
This section adds company-level context without repeating Charles Barone's masked contact details.
{first}.{last}@td.com
86% confidence
AeroLeads found 1 current-domain work email signal for Charles Barone. Compare company email patterns before reaching out.
Profile bio
About Charles Barone
An experienced financial services professional and coach in the wealth management industry, with a strong emphasis on advisor enablement. This includes strategic planning and business goal setting, scalable wealth advisory solutions, and operational implementation strategies to investment advisors and their leadership teams.
Current workplace
Charles Barone's current company
Company context helps verify the profile and gives searchers a useful next step.
Scotia Wealth Management
9 roles · 30 years
Charles Barone work experience
A career timeline built from the work history available for this profile.
Practice Management Senior Practice Consultant
Mar 2020 - May 2023
Managing Regional Director
Work in close partnership with financial advisers in the Golden Horseshoe region. This requires acting in a consultative capacity to assist advisers in achieving long term financial outcomes for their clients. Leveraging the global resources of Natixis Global Asset Management, provide a suite of wealth advisory solutions, including investment management.
Jul 2017 - Nov 2019
District Vice-President
Sentry Investments
Managed and worked in close partnership with a select group of investment advisers in the Hamilton-Niagara region. By building long term relationships, the goal is to expand the distribution of value added wealth management solutions that can successfully meet the needs of advisers and their clients.
Feb 2015 - Jul 2017
Regional Director, Ontario South West
Worked with a select group of investment advisers in Ontario Southwest Region. This role was responsible for leveraging existing and new relationships to expand the distribution of Russell solutions to their client base. It also included a strong emphasis on consultative advice, providing advisers with an educational program that focused on practice.
Jun 2012 - Jan 2015
District Vice-President
Jan 2005 - Nov 2011
Regional Vice President - Talvest Fund Management
May 2000 - Jan 2004
Regional Sales Manager - Cibc Wealth Management
1998 - 2000
~2 yrs
Financial Advisor
1996 - 1998
~2 yrs
Team & coworkers
Colleagues at Scotia Wealth Management
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
YA
Yara Abu Samra
Colleague at Scotia Wealth Management
Canada, Canada
View →
JZ
Jenni Zaal, Pfp®, Cfp®
Colleague at Scotia Wealth Management
Abbotsford, British Columbia, Canada, Canada
View →
NE
Nariman Estaitie
Colleague at Scotia Wealth Management
Calgary, Alberta, Canada, Canada
View →
EG
Edna Guevara
Colleague at Scotia Wealth Management
Contact Info, United States
View →
DB
Dylan Bish
Colleague at Scotia Wealth Management
Edmonton, Alberta, Canada, Canada
View →
MG
Madison Galloway
Colleague at Scotia Wealth Management
Brant, Ontario, Canada, Canada
View →
BD
Brian Doell, Cfa
Colleague at Scotia Wealth Management
Calgary, Alberta, Canada, Canada
View →
AG
Ani Grigoryan
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
View →
JC
James Chan
Colleague at Scotia Wealth Management
Markham, Ontario, Canada, Canada
View →
KD
Kate Darch
Colleague at Scotia Wealth Management
Canada, Canada
View →
Yara Abu Samra
Colleague at Scotia Wealth Management
Canada, Canada
View →
JZ
Jenni Zaal, Pfp®, Cfp®
Colleague at Scotia Wealth Management
Abbotsford, British Columbia, Canada, Canada
View →
NE
Nariman Estaitie
Colleague at Scotia Wealth Management
Calgary, Alberta, Canada, Canada
View →
EG
Edna Guevara
Colleague at Scotia Wealth Management
Contact Info, United States
View →
DB
Dylan Bish
Colleague at Scotia Wealth Management
Edmonton, Alberta, Canada, Canada
View →
MG
Madison Galloway
Colleague at Scotia Wealth Management
Brant, Ontario, Canada, Canada
View →
BD
Brian Doell, Cfa
Colleague at Scotia Wealth Management
Calgary, Alberta, Canada, Canada
View →
AG
Ani Grigoryan
Colleague at Scotia Wealth Management
Toronto, Ontario, Canada, Canada
View →
JC
James Chan
Colleague at Scotia Wealth Management
Markham, Ontario, Canada, Canada
View →
KD
Kate Darch
Colleague at Scotia Wealth Management
Canada, Canada
View →
1 education record
Charles Barone education
FAQ
Frequently asked questions about Charles Barone
Quick answers generated from the profile data available on this page.
What company does Charles Barone work for?
Charles Barone works for Scotia Wealth Management.
What is Charles Barone's role at Scotia Wealth Management?
Charles Barone is listed as Advisor Practice Management, Eastern Canada at Scotia Wealth Management at Scotia Wealth Management.
What is Charles Barone's email address?
AeroLeads has found 1 work email signal at @td.com for Charles Barone at Scotia Wealth Management.
Where is Charles Barone based?
Charles Barone is based in Canada, Canada, Canada while working with Scotia Wealth Management.
What companies has Charles Barone worked for?
Charles Barone has worked for Scotia Wealth Management, Td, Natixis Investment Managers, Sentry Investments, and Russell Investments.
Who are Charles Barone's colleagues at Scotia Wealth Management?
Charles Barone's colleagues at Scotia Wealth Management include Yara Abu Samra, Jenni Zaal, Pfp®, Cfp®, Nariman Estaitie, Edna Guevara, and Dylan Bish.
How can I contact Charles Barone?
You can use AeroLeads to view verified contact signals for Charles Barone at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Charles Barone attend?
Charles Barone holds Commerce, Business from Mcmaster University.
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