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Charles Barton Pfp®

Wealth Advisor

Charles Barton PFP®, RIS is a seasoned wealth advisor with extensive experience in the financial services sector. Since August 2019, Charles has been associated with Valley First, a division of First West Credit Union, serving as a Wealth Advisor and Senior Financial Advisor. Prior to this role, Charles worked at CIBC as a Financial Advisor in Imperial Service from May 2019 to July 2019, and at RBC as a Banking Advisor from November 2016 to April 2019. Charles began a career in the Regional District of Fraser-Fort George, where positions included Environmental Services Worker and Assistant Marketing Coordinator from May 2012 to July 2016. Charles holds educational credentials from the University of Northern British Columbia (UNBC) and Thompson Rivers University, complemented by a high school degree from Clarence Fulton Secondary.

Location

Vernon, Canada

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