Individuals – Charter Wealth Management Inc

CERB Extended | Business Owners who did not qualify previously – expanded CEBA starts June 19th

Gord Malic

June 17, 2020 0 Comments

Great news for Canadians out of work and looking for work. The CERB will be extended another 8 weeks for a total of up to 24 weeks. The expanded CEBA will begin June 19th....

Guide to Covid-19: Government Relief Programs in Canada

Gord Malic

May 04, 2020 0 Comments

The intention for our "Guide to Covid-19: Government Relief Programs in Canada” is to help businesses and individuals to cut through the noise and make sure they’re getting all the help they can receive from the feder...

Comparing TFSAs and RRSPs – 2020

Gord Malic

January 30, 2020 0 Comments

We examine the difference between RRSP and TFSA in the deposit and withdrawal stage....

2020 Financial Calendar

Gord Malic

January 01, 2020 0 Comments

Financial Calendar for 2020- All the deadlines you need to know to maximize your benefits!...

2019 Tax Tips for Employees

Gord Malic

November 22, 2019 0 Comments

Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax pl...

Financial Advice

Gord Malic

June 01, 2019 0 Comments

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals....

Real Estate or Investments?

Gord Malic

May 01, 2019 0 Comments

One of the age-old financial quandaries asked of financial advisors is “shall I invest in property or funds?”. Predictably, the answer is not at all straightforward and depends on many factors, including your own fina...

Critical Illness

Gord Malic

March 22, 2019 0 Comments

The objective of this brief paper is to help you understand how to protect your greatest worldly asset on behalf of your family and your business, if you own one. The greatest asset that is referred to in this paper is yo...

2019 Federal Budget

Gord Malic

March 21, 2019 0 Comments

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget....

Tax Lines to look out for

Gord Malic

March 01, 2019 0 Comments

It's that time of year again, when many of us sit down to complete our income tax return and hope that we have done enough preparation to ensure a smooth and speedy process. Unfortunately, there are a number of complexit...

RRSP Tax Savings deadline – March 1, 2019

Gord Malic

February 22, 2019 0 Comments

If you want to see how much tax you can save contributing to your RRSP for the 2018 tax filing year, enter your details!...

Comparing TFSAs and RRSPs – 2019

Gord Malic

February 01, 2019 0 Comments

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differenc...

2019 Financial Calendar

Gord Malic

January 02, 2019 0 Comments

Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!...

When and Why You Should Conduct an Insurance Audit

Gord Malic

January 01, 2019 0 Comments

As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your in...

Do you REALLY need life insurance?

Gord Malic

June 01, 2018 0 Comments

You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the mo...

Alberta Budget 2018

Gord Malic

April 03, 2018 0 Comments

The 2018 budget for Alberta focuses on the diversification of its post-recession economy, with the aim of creating more stability and less vulnerability to future fluctuations in oil prices. Read for some of the highlight...

Tax Lines to look out for

Gord Malic

March 07, 2018 0 Comments

2018 Federal Budget Highlights for Families

Gord Malic

March 04, 2018 0 Comments

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family....

BC Budget Highlights 2018

Gord Malic

February 22, 2018 0 Comments

BC Finance Minister Carole James delivered the province's 2018 budget update on February 20, 2018. The budget anticipates a surplus of $219 million for the current year, $281 million for 2019 and $284 million in 2020....

RRSP Deadline is March 1, 2018. How much tax can you save?

Gord Malic

January 26, 2018 0 Comments

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be...

Families: 2017 Year End Tax Tips

Gord Malic

December 01, 2017 0 Comments

Calculating and figuring out how much tax you have to pay is nobody’s favorite time of the year, but if you plan carefully there are many tactics available at your disposal to make sure that your tax bill is not more th...

BC Budget Update

Gord Malic

September 17, 2017 0 Comments

BC Finance Minister Carole James delivered the province's 2017 budget update on Sept. 11, 2017. The budget anticipates a surplus of $46 million for the current year, $228 million in 2018-2019 and $257 million in 2019-2020...

Revisiting Your Estate Plan

Gord Malic

August 01, 2017 0 Comments

For most of the people, a watertight estate planning means finding the best ways to equip themselves for contingencies, reduce the tax liability for their estate, and signing up for investment plans to ensure that their m...

Financial Planning: The Charter Way

Gord Malic

June 01, 2017 0 Comments

Financial Planning: The Charter Way, learn how Charter can help you with your financial goals....

Ontario Budget 2017

Gord Malic

May 04, 2017 0 Comments

Ontario Finance Minister Charles Sousa delivered the province’s 2017 budget on April 27, 2017. Learn what the budget means for small business owners and individuals....

Nova Scotia 2017

Gord Malic

May 01, 2017 0 Comments

Nova Scotia Finance Minister Randy Delorey delivered the province’s 2017 budget on April 27, 2017. The budget anticipates a surplus of $25.9 million for the 2017-2018 fiscal year, $35.6 million for 2018-2019 and $46.6 m...

Federal Budget 2017 Families

Gord Malic

March 27, 2017 0 Comments

Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Le...

Alberta Budget 2017

Gord Malic

March 22, 2017 0 Comments

Alberta Finance Minister Joe Ceci delivered the province's budget on March 16, 2017. Learn what the budget means for small business owners and individuals....

Estate Freeze

Gord Malic

March 01, 2017 0 Comments

Protect your heirs from steep tax burdens through executing an estate freeze. Contact us to learn how....

BC Budget 2017

Gord Malic

February 23, 2017 0 Comments

BC Finance Minister, Michael de Jong delivered the province's 2017 budget on Feb. 21, 2017. Learn what the budget means for small business owners and individuals....

CERB Extended | Business Owners who did not qualify previously – expanded CEBA starts June 19th

Guide to Covid-19: Government Relief Programs in Canada

Comparing TFSAs and RRSPs – 2020

2020 Financial Calendar

2019 Tax Tips for Employees

Financial Advice

Real Estate or Investments?

Critical Illness

2019 Federal Budget

Tax Lines to look out for

RRSP Tax Savings deadline – March 1, 2019

Comparing TFSAs and RRSPs – 2019

2019 Financial Calendar

When and Why You Should Conduct an Insurance Audit

Do you REALLY need life insurance?

Alberta Budget 2018

Tax Lines to look out for

2018 Federal Budget Highlights for Families

BC Budget Highlights 2018

RRSP Deadline is March 1, 2018. How much tax can you save?

Families: 2017 Year End Tax Tips

BC Budget Update

Revisiting Your Estate Plan

Financial Planning: The Charter Way

Ontario Budget 2017

Nova Scotia 2017

Federal Budget 2017 Families

Alberta Budget 2017

Estate Freeze

BC Budget 2017

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