GORDON MALIC | CFP

PRESIDENT | FOUNDER

 

About

providing security, one life at a time

I have been in the financial business since 1987 and am the founder and president of Charter Wealth Management Inc.

My insurance clients do not worry about:

  • The three common forms of taxation
  • Losing their principal to the market
  • The financial risk of illness, disability, or death

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.

QUALIFICATIONS AND PROFESSIONAL ASSOCIATIONS

  • Certified Financial Planner Designation
  • Financial Planners Standards Council