families – Charter Wealth Management Inc

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...

Paying for Medical Expenses

Gord Malic

February 01, 2018 0 Comments

Although we enjoy health care benefits in Canada, there are still some benefits that are not covered by the government. We outline strategies to pay for these benefits....

The Benefits of Consolidation

Gord Malic

January 01, 2018 0 Comments

When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan t...

The Importance of a Financial Plan

Gord Malic

October 31, 2017 0 Comments

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals.Talk to us to see how we can help you....

When and Why You Should Conduct an Insurance Audit

The Benefits of Consolidation

The Importance of a Financial Plan

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