About Me

Hi, Welcome! my name is Charles Umeh.

I believe wealth is more than numbers, it’s a story, a lineage, and a responsibility. I also believe that financial planning should feel clear, supportive, and empowering. As a licensed financial advisor with Insurance Councils of Saskatchewan (ICS) and Alberta Insurance Council (AIC), I help individuals, families, and community leaders build long‑term stability and confidence through thoughtful, personalized strategies.

My approach is grounded in listening first, understanding your goals, your challenges, and the future you want to create. From there, I design financial plans that are practical, transparent, and aligned with your values. Whether you’re protecting your family, planning for retirement, or building a legacy for the next generation, I’m committed to guiding you with clarity and care.

Before entering the financial sector, I worked as a business analyst and served in leadership roles within the non‑profit sector. Those experiences strengthened my ability to navigate complex systems, solve problems, and support people through important decisions. Today, I bring that same commitment to service, strategy, and community impact into every client relationship.

I work with people who want more than short‑term solutions, people who want a financial foundation that supports their life, their family, and their long‑term vision. My role is to make the process accessible, understandable, and tailored to your needs.

What I Offer

• Comprehensive financial planning

• Wealth‑building and investment strategies

• Insurance solutions that protect families and assets

• Retirement and estate planning with a long‑term focus

• Support for entrepreneurs, creatives, and Businesses.

My Commitment

I’m here to make wealth accessible, to demystify the process, provide honest guidance, and walk with you as a trusted partner. Together, we build not just financial plans, but futures, stability, and lasting legacies.