About

If someone asked me what I do for a living, it would be hard to explain.  The most important thing that I do is deliver a cheque to the bedside of a client when they are sick and cannot work, so their family can carry on and not worry about money.  Or, take a cheque and put it in the hand of a spouse that desperately needs it because their soulmate died on the way home from work.  Or, take a cheque and place it in the hand of the remaining shareholders of a company that has just lost a key person or owner.  That is really what I do at Charter Wealth Management; the rest is not that important.