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The Charter Group

Working together to help you achieve what truly matters to you

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The Charter Group's August 2022 Monthly Letter: More Than Just a Summer Rally?
The Charter Group's July 2022 Monthly Letter: Half & Half


The Charter Group


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 at TD and clients' other advisors who will work with the family for decades and across generations.

The Charter Group Monthly Letters (2-Year Archive)

June 2022: Inflating Inflationary Ingredients
May 2022: Inertia-flation
April 2022: Warflation
March 2022: Military Adventurism & Markets
February 2022: Saturday Night Special
January 2022: Food Fight
December 2021: Omicron Oscillation
November 2021: Just in Time
October 2021: Seasonal Market Disorder
September 2021: Unreal Estate
August 2021: Partnerships, Panics & Profits
July 2021: And Now, Back to Regularly Scheduled Programming
June 2021: Who Are We Going to Depend Upon?
May 2021: Budget Busters
April 2021:  Infraspenditure
March 2021: Space Money

February 2021: Gamification

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



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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.

ADDITIONAL CONTACT

Toll Free: (855) 822-8921
Branch Office: (604) 513-6222
Branch Fax: (604) 541-2093

Meet The Team

We're redefining private wealth management.

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.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

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