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8621 201 Street Suite 500 Langley, BC V2Y 0G9Map
The Charter Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Our convictions have been shaped by more than a quarter century of experience. We commit our own savings to our model portfolios which are managed in Langley entirely by us. Clients in those portfolios don't own a single investment that we don't own ourselves. An all-inclusive transparent fee, calculated as a percentage of invested assets, further aligns our interests with clients.
Business-Owner Clients
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.
Healthcare Professional 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.
Generational Family Clients
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 internally and externally who will work with the family for decades and across generations.
The Charter Group Monthly Letters (2-Year Archive)
January 2021: The Great Rotation?
December 2020: Sometimes Doing Nothing is Doing a Lot
November 2020: Mr. Market Casts a Ballot
Mid-October 2020: Ranking the October Risks
October 2020: After a Generation of Falling Interest Rates
September 2020: Gold II
August 2020: Gold
Mid-July 2020: Canadian COVIDollar
July 2020: COVIDebt
Mid-June 2020: Ante Up
June 2020: Thoughts on the Post-Coronavirus World, Vol 3
Mid-May 2020: Thoughts on the Post-Coronavirus World, Vol 2
May 2020: Thoughts on the Post-Coronavirus World, Vol 1
Mid-April 2020: "Coronavirus & Canada's Economic Plan C'
April 2020: "Coronavirus: Just the stats, ma'am"
March 2020: "COVIDominos"
February 2020: "Coronavirusnomics"
January 2020: "Better Years after Bad Years (One Year Later)"
December 2019: "Spendapalooza"
November 2019: "Minority Report"
October 2019: "Campaign Carousel"
September 2019: "Does the Trade War Deserve All This Attention?"
August 2019: "Fun With Investment Maxims 2.0!"
July 2019: "The Race to the Bottom"
June 2019: "What Investment Geeks are Talking About"
May 2019: "Fashionable Government Spending"
April 2019: "A Tale of Two Cities"
March 2019: "The Investment Advantage of Time"
February 2019: "Canada's China Syndrome"
Toll Free: (855) 822-8921
Branch Office: (604) 513-6222
Branch Fax: (604) 541-2093
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, I have answers. Let's have a quick chat.
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