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Charlotte Paul

Financial Advisor
charlotte.paul@raymondjames.ca

 

Charlotte Paul is a financial advisor and the leader of Perspective Wealth Management. She helps women maintain – or re-establish – financial wellbeing during times of transition (like divorce or the loss of a spouse). She also works with, and advises, small charities and private foundations.

Charlotte has personally had to navigate times of major transition – including the loss of a partner – which has given her a unique understanding of the fears, emotions, and challenges women face at these critical times. Her goal is to help women establish independence and financial wellbeing so they can live life to its fullest and achieve the goals they’ve set for themselves and their families.

Charlotte’s career in finance began in 2003. After spending four years working in retail banking, she moved to a sales role with top-tiered Canadian mutual fund company where she remained for nearly a decade. During that time, Charlotte worked with more than 1500 financial advisors – which allowed her to study, and gain a deep understanding and respect for, what makes a truly outstanding financial advisor.

Charlotte holds a Bachelor of Arts from the University of Victoria, has her Chartered Investment Manager (CIM) designation through the Canadian Securities Institute and is a Certified Divorce Financial Analyst (CDFA)

Originally from British Columbia, Charlotte has lived in Toronto since 2015. When not at work she enjoys spending time with her English bulldog, Benedict, and exploring all of the exciting things that Toronto has to offer.