Skip to main content

The Charter Group

"Sound investment advice built to help weather all market conditions"

The Charter Group's April 2019 Monthly Letter
"A Tale of Two Cities"

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. More than a quarter of a century of investment industry experience each has shaped our convictions with respect to Investment Management and overall Wealth Management. We manage our model portfolios entirely in-house and enhance the level of accountability by co-investing our own capital in those models. Clients in our model portfolios do not own a single investment that we don't own ourselves. Plus, the all-inclusive fee that is calculated as a percentage of assets under management aligns our interests with those of our clients.

A unique value proposition to Business Owners:

Our platform and service offering addresses the needs and scale that generally characterize high net worth individuals. However, our specific focus on connecting people together throughout the Fraser Valley over the last few decades has also produced an expansive network of business owners and professionals in accounting, law, and mergers & acquisitions. For business owners who are contemplating the future of their equity stake, and are dealing with the emotions involved with this type of decision, we offer them the ability to confidentially take advantage of our local knowledge of hundreds of key contacts that may someday represent the ideal professionals, or even potential buyers, required to achieve an optimal restructuring or transaction.

Collage Larger.jpg

Investment Solutions that are managed exclusively by us in Langley combined with Wealth Solutions that draw upon the strength and resources of TD Wealth help guide our clients all the way along the journey from discovering their goals to achieving their goals.

The Charter Group Monthly Letters (2-Year Archive)

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"

October 2018: "Everybody ♪ must ♪ get ♪ stoned ♪ "

September 2018: "Talking Turkey"

August 2018: "Fun with Investment Maxims"

July 2018: "Winners & Losers in the Interest Rate War"

June 2018: "The Middling Kingdom"
May 2018: "Pipeline Power Play"

April 2018: "Trumpian Trade Tiffs & Tariffs"
March 2018: "A South African Lesson for the Loonie"
February 2018: "Cars, Cryptos, Cannabis & The On-going Need for Capital"
January 2018: "Breaking News"
December 2017: "Bitcoin-Blockchain-Bitcoin-Blockchain"
November 2017: "Who Is Going To Buy Trump's Bonds?"
October 2017: "Bitcoin: A Solution in Search of a Problem"
September 2017: "Discoveries Revealed During Disruptions"
August 2017: "Leaping Loonie"
July 2017: "The Charter Group's Brexit"
June 2017: "B.C. Battle Royale"
May 2017: "Canadian Real Estate: The Great Attractor of Capital"
April 2017: "The Artificially Intelligent Federal Budget"

Team Pic Black and White.jpg


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.


You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Do you know someone who would benefit from our services?