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.
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)
September 2023: Was the Last Decade a Lost Decade for Bonds?
August 2023: The Land of the Rising Rates
July 2023: Blame Generation X
June 2023: The Magnificent Seven
May 2023: Feeding the Dragon
April 2023: Bank of A. Levy
March 2023: Forecasting Has Always Been Hard
February 2023: Forecasting is Hard
January 2023: It Takes Two
December 2022: Bond Bull Markets & The Long Goodbye
November 2022: The Bond Market Vigilantes
October 2022: A Market Selloff in the "No Good Options Era"
September 2022: 22 Years into a Bear Market?
August 2022: More Than Just a Summer Rally?
July 2022: Half & Half
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
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.
Toll Free: (855) 822-8921
Branch Office: (604) 513-6222
Branch Fax: (604) 541-2093
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.