Charlotte Paul is on a mission."I know firsthand how traumatic the loss of a spouse can be. My partner's passing left me feeling like my entire future had died with him. I must help women overcome that feeling."Charlotte is a seasoned advisor who specializes in working with widowed and single women during times of transition – to maintain, or re-establish, financial well-being. Her deep personal connection with these women makes her someone who approaches financial planning with an understanding quite different from her peers.Her business partnership with Mark O'Reilly, a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP®), creates a unique wealth management team. While they both work with their heads and their hearts, they have different yet complementary areas of focus, thereby providing 360-degree advice – a collaborative, two-for-one offering – to their clients. "We are intellectually curious problem solvers," says Charlotte. "At core, we are working hard to find solutions for our clients' needs, making them better off by making their capital work better for them than ever before."Asked what accomplishments they want to be remembered for in 10 years' time, Charlotte and Mark have an immediate answer: "That we cared until it hurt."