CUSTOMIZED PLANS TO HELP YOU ACHIEVE YOUR GOALS.

Charter wealth management

An effective retirement plan can do the following:

– Help you adjust to the financial requirements of retirement

– Protect the welfare of your loved ones

– Provide you with significant tax benefits

 

By taking an in-depth look at where you stand today and determining how much money you will need in the future, our experienced team can help you accumulate capital and achieve your retirement goals.

In addition to this, we also can help business owners convert the value that they have built up in their business into tax-efficient retirement income.

Simply put, you can never start preparing for retirement too early. Doing so smartly can ensure that you will not have to worry about income after you reach retirement age. Our financial planning services can ensure you and your family will be able to enjoy a comfortable lifestyle well into the future.

At Charter Wealth Management Inc., we provide comprehensive and quality retirement services and are ready to help you start creating your customized plan.

CLIENTS TESTIMONIALS

Get in touch with us and we’ll help you in selecting the right plan for you

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.