Charlie Koester

Charlie Koester, CHS

Life and Health Insurance Advisor
Branch Manager - Mutual Funds*

Charlie started in the financial services business in 1998 after a successful career in sales and marketing with various media outlets in Edmonton spanning 20 years.  He and his wife Deborah founded PageKoe Wealth Management Inc. in 2004 after Deborah retired from the Bank of Montreal with 30 years of service. Charlie is a graduate of the University of Alberta and holds the Certified Health Insurance Specialist designation from Advocis, which he obtained in 2011.

Charlie enjoys partnering with their clients by building solid relationships and helping them plan for their future in order to achieve their goals. “Our ultimate goal is to have our clients achieve their goals by helping plan and protect their lifestyle and legacy. We do this by generating wealth, mitigating risk and reducing taxes.”

Charlie and Deborah have been married since 1979 and have two children, Taylor and Brittany. Brittany is a teacher with Edmonton Catholic Schools. As a born and raised Saskatchewanian, Charlie still cheers for his beloved Roughriders. In his spare time, he likes to stay fit, read and woodwork. Every summer you will find Charlie and Deborah at the family cottage in Saskatchewan.

*Charlie is licensed for mutual funds in the Provinces of AB, BC, MB and SK.
*Charlie is licensed for Life and Health insurance in the Province of Alberta.