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
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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

"<em>We started working with Gord a few years ago when we were experiencing a lot of frustration with another advisor, specifically around our life and critical illness insurance (personal and corporate/key-person). Gord helped us sort everything out and has been advising us on our investments ever since. He is knowledgeable, passionate and proactive, and he genuinely cares about his clients. We feel we’re in good hands with Gord and Charter Wealth.</em>"

Knowledgeable, Passionate and Pro-active

LZ and NZ

"I have known and dealt with Gordon Malic since 2002 and can personally attest to Gord’s skills, attributes and integrity. Gordon has a breadth of knowledge that is not common in the financial planning industry. There are many people who have expertise in a narrow range of financial subjects, but over the years I can confirm that Gord has in depth knowledge and experience in many financial areas, is an expert using life insurance as a solution and has a very good understanding of the Canadian taxation system. After all these years of dealing with him, I have found him to be at the top of his profession."

Uncommon breadth of knowledge

LN

"“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!”  "

Trusted Advisors

MCB

Client’s Matter

We are appreciated by our clients

With over 3000+ clients served

Goal of trusting relationships

Finance & Consulting