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The Charter Group

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The Charter Group's November 2020 Monthly Letter: Mr. Market Casts a Ballot

The Charter Group

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)

Mid-October 2020: Ranking the October Risks
October 2020: After a Generation of Falling Interest Rates
Mid-October 2020: Ranking the October Risks
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"

January 2019: "Better Years after Bad Years? Well, Statistically"
December 2018: "Alberta's Oilapocalypse"

November 2018: "Autumnal Accidents"


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