Finished Projects
SATISFIED CLIENTS
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EVERYTHING STARTS WITH RISK MANAGEMENT
Providing risk management for your family and your business. This comes first.
Challenges are just opportunities in disguise. Take the challenge!
BEGIN YOUR JOURNEY AT Charter wealth management
Our service and product selection is unbiased and all-Canadian
Experience
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Integrity
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Service
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PEACE OF MIND STARTS WITH CHARTER WEALTH MANAGEMENT
““We have trusted our corporate and personal financial plan to Scott and Gord for many years. They take the time to understand our current needs, and to consistently re-evaluate our future financial plan as our lives and business change. They are professional, knowledgeable, resourceful, and compassionate. We’re very grateful to have them looking out for our future plans!”
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MCB
“I’ll start off with Gord Malic is the best insurance advisor in the industry! I have known Gord for many years now, professionally and personally. Believe me when I tell you that if you are in the search for a person that will do what it takes day and night to give you the absolute best of himself and the financial services / insurance services, Gord is the man. I have never witnessed or known someone to put in the hours that Gord does in the office.
For Gord his career seems to be a more of a hobby rather than work, this kind of dedication is why he is just so knowledgeable and advanced in his area of expertise. Every time I had concerns or questions Gord was able to really explain and get back to me in a respectable time frame.
Over the course of many years that I’ve been privileged to know Gord he has become someone that I truly look up too, for myself being a man in his mid 20’s I’ve had lots to learn from Gord. We all have lots to learn from Gord.”
ML
“We appreciate the work that Scott has done on our retirement file. He has gone to work for us to get the best portfolio possible.
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HK and KK
Client’s Matter
With over 3000+ clients served
Goal of trusting relationships
Offering clients financial advice since 1987. A company focused on providing risk management and investment strategies to owners and managers of private and public companies.
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