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With over 60 years of combined experience and access to some of the brightest investment minds in the country, The Charlton Group Private Wealth has differentiated itself within the wealth management industry.
J. Richard Charlton is one of Canada’s most respected and successful Investment Advisors. With a career spanning more than 4 decades and being the co-founder of Infinity Funds and AIC Group of Funds, he is considered a pioneer in the wealth management industry.
Contact me to get your free copy of “Investing the Billionaire’s Way” or if you’re interested in exploring how I can add value let me know and we’ll organize an introductory meeting. It is an honor and a privilege to work as an associate Investment Advisor to J. Richard Charlton.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The Charlton Group Private Wealth is a personal trade name of J. Richard Charlton.