Group Benefits – Charter Wealth Management Inc

Insurance Planning for Business Owners

Gord Malic

August 04, 2020 0 Comments

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role....

Group Insurance vs Individual Life Insurance

Gord Malic

September 01, 2019 0 Comments

While it’s great to have group coverage from your employer or association, in most cases, people don’t understand the that there are important differences when it comes to group life insurance vs. self owned life insu...

Why provide an employee benefits plan?

Gord Malic

May 15, 2018 0 Comments

Business owners are increasingly recognizing the key importance of implementing employee benefit plans in their organization...

Paying for Medical Expenses

Gord Malic

February 01, 2018 0 Comments

Although we enjoy health care benefits in Canada, there are still some benefits that are not covered by the government. We outline strategies to pay for these benefits....

Estate Planning

Gord Malic

September 02, 2015 0 Comments

Estate planning is essential at any stage of life....

Pension Plans

Gord Malic

September 02, 2015 0 Comments

Understanding what your company pension plan offers can help you determine how to make the most of all your retirement savings options....

(780) 945-1010

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.

Insurance Planning for Business Owners

Group Insurance vs Individual Life Insurance

Why provide an employee benefits plan?

Estate Planning

(780) 945-1010

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