Charles Barone Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

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, building tax efficient portfolios, practice management and building a more referable practice.

Toronto, Canada Area

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.

Toronto, On

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 management, their value proposition, and creating integrated outcome oriented strategies that enhanced the client experience.