10,200

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EVERYTHING STARTS WITH RISK MANAGEMENT

Risk Assessment with CWM

Providing risk management for your family and your business. This comes first.

What we believe
Our Process
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Challenges are just opportunities in disguise. Take the challenge!

BEGIN YOUR JOURNEY AT Charter wealth management

We understand the Canadian landscape

Our service and product selection is unbiased and all-Canadian

Experience

100%

Integrity

100%

Service

100%

34+
Years of experience

PEACE OF MIND STARTS WITH CHARTER WEALTH MANAGEMENT

Our approach is different
Our style is unique

Professional team of specialists & passionate mentors at reach

"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."

Education

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.  "

Best Advice

HK and KK

"Very professional and caring company. They sat with me many times to help me direct my finances in the best way FOR ME. I recommend this business to my friends and my workers within my own business."

Professional and Caring

ZP

Client’s Matter

We are appreciated by our clients

With over 3000+ clients served

Goal of trusting relationships

Finance & Consulting