The Charter Group

Our passion for connecting people together throughout the Fraser Valley over the last few decades has produced a proprietary network of business-owners and professionals in accounting, law, and mergers & acquisitions. These vital contacts have helped to facilitate numerous successful ownership transitions for our business-owner clients.

The duty owed to patients, staff, colleagues, and family can exact an exceptionally high cost in terms of stress and time upon healthcare professionals. We strive to establish the trust needed to delegate wealth management concerns so that healthcare professionals can focus on their expertise and other priorities. Key to this are our obligations as members of recognized financial professional organizations.

Expanding wealth allows for opportunities to provide for future generations in a family. However, there is the potential for these opportunities to quickly evolve into challenges. A collision between emotions and finances can create complications that require skills and solutions involving accounting, tax, legal structures, insurance, estate strategies, and wealth planning. Our focus involves introducing and then collaborating with talented professionals at TD and clients' other advisors who will work with the family for decades and across generations.