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604.569.0357 x3
866.825.7188 x3

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Charles McPhee started his career as a wealth advisor in Vancouver. Over more than thirty years, he has helped families achieve their goals and dreams by providing sound financial investment options and insurance for protection along the way.Focusing on providing important knowledge and expertise to his clients has been, and still is, Charles’ true passion. As his business has grown and matured, his goals and dreams have changed as well. His strategic plan is to continue helping his clients with his daughter and Insurance Advisor, Katherine McPhee, now working alongside him.

Charles works with other professionals providing independent financial advice and offering his clients the best solutions to help them achieve their personal and financial goals.

Charles is happily married and has four adult children that he loves to spend quality time with. He also enjoys reading, gardening, and hockey as well as volunteering in his community to make a positive impact in the lives of those around him.