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

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