Charles is a Chartered Professional Accountant, Certified Management Accountant, and Chartered Life Underwriter with over 5 years of experience in the life insurance and estate planning business. In 2022, Charles completed the In-Depth Tax Program offered by CPA Canada and in 2018 was awarded the Leslie W. Dunstall Award for the highest CLU final examination marks in Alberta.

Charles sits on the Financial and Capital Planning Committee at the Royal Mayfair Golf Club and is an active member of Financial Executives International (FEI). Charles previously served as a board observer for the Edmonton Economic Development Corporation (EEDC) and a board executive for CPA Alberta Edmonton Chapter.