Inter generational wealth planning

Charter wealth management

SERVING ALL YOUR NEEDS

The additional benefits of having an estate or succession plan include:

– Ensuring that your wishes for asset distribution are carried out

– Protecting your loved ones by providing them financial security

– Having peace-of-mind for future circumstances

Having a proper estate or succession plan in place can prevent numerous problems and hassles that may otherwise occur. Our team of financial planning advisors at Charter Wealth Management Inc. are dedicated to assisting clients with the creation of a plan that adequately meets their unique needs and goals.

Our main focus is reducing the amount of income tax that will be payable by your estate and allowing those you care about to receive the full value of the assets that you have worked so hard to earn. We are also able to help business owners to develop corporate succession strategies that minimize income taxes on the transfer of business assets.

Let our specialists present a variety of options to ensure that your loved ones and your business are taken care of

Get in touch with us and we’ll help you make sense of it all

Trusted Advisors

MCB
“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!”  

Education

ML
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.

Best Advice

HK and KK
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.  

Professional and Caring

ZP
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.

Call our office at (780) 945-1010 to learn about our financial planning services