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Charlotte Stephen is an experienced financial professional with a background in advising and managing personal and business accounts. Currently serving as a Financial Advisor at RBC since October 2022, Charlotte has previously held roles such as Senior Financial Advisor at Scotiabank from February 2020 to October 2022 and Relationship Manager at Conexus Credit Union since February 2002. Charlotte possesses expertise in investments, mortgages, and consumer loans, along with a mutual funds license. Educational qualifications include completion of studies at Rocanville High School and South East Regional College in Office Education.