Charles is a Chartered Professional Accountant, Certified Management Accountant, and Chartered Life Underwriter, with advanced tax training through CPA Canada’s In-Depth Tax Program. In 2018, he earned the Leslie W. Dunstall Award for achieving the highest CLU final exam score in Alberta.

Beyond his professional work, Charles serves on the Board of Trustees for the Stollery Children’s Hospital Foundation and on the Financial and Capital Planning Committee at the Royal Mayfair Golf Club. He is also an active member of The Entrepreneurs’ Organization (EO).