Inter generational wealth planning

Charter wealth management


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

Knowledgeable, Passionate and Pro-active

LZ and NZ
<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>

Uncommon breadth of knowledge

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.

Trusted Advisors

“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!”  


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.

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