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Charles Coulson, Investment Advisor

CIBC Wood Gundy

1 Place Ville Marie Suite 4125, Montreal, Quebec H3B 3P9

Team Assets (Custodied)

$682-million

Typical Size of Household Accounts

$500,000 -
$3.5-million

Minimum Account Size for New Business

$500,000

Typical Net-Worth of Relationships

$1-million -
$4.5-million

Charles Coulson heads The Ansky-Coulson Group, with Stuart Ansky, at CIBC Wood Gundy.

Early in his career, Charles realized something important. In the evolving world of finance, it was nearly impossible, alone, to provide the expertise clients need. In his first year as an advisor, he formed a team with another rookie advisor, Stuart Ansky. Together, they have built one of the leading wealth management practices in the country.

Their team of four associates is equally committed to their vision: to help clients build transgenerational wealth by leveraging a specific fee-based investment advisory service, and a multi-step financial planning process.

Charles believes that wealth management is more than just investing. In everything he does, he upholds the highest standards that have made his name synonymous with trust and business excellence.

He graduated from McGill University in 1995, where he majored in Economics. Charles began his career in finance shortly after, and has been an investment advisor the last 24 years. He received his Chartered Financial Analyst certification in 2005.

Charles has been involved in numerous charitable endeavours and community projects over the years. More recently, he has devoted his resources to working with the Jewish General Hospital Foundation in Montreal.

In his spare time, Charles and his wife share a passion for the outdoors with their dogs, some golf, and a lot of gardening.


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