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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.
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.
DISCOVER WHAT TRULY MATTERS TO YOU
The Charter Group Monthly Letters (2-Year Archive)
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"
March 2017: "Hi Ho Silver"
February 2017: "CNN Trump vs BNN Trump"
January 2017: "Globalism, Globalization, and the No-so-Brave New World"
December 2016: "Donald Trump Raised My Mortgage Rate!"
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.