Charlotte Paul is an Associate Portfolio Manager and the founder of Perspective Wealth Management, a full service brokerage firm operating under their parent company, Raymond James. Her focus is on helping 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 death 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 holds a Bachelor of Arts from the University of Victoria, and is a Chartered Investment Manager (CIM). She has also been recognized by the financial service industry as a finalist in the prestigious Top Under 40 Award in 2019.
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.