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The Charter Group's February 2021 Monthly Letter: Gamification 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.
Since 1994 Mike has provided clients with specialized advice in the areas of securities selection, retirement and estate planning. His understanding of client objectives, whether they are high net worth individuals, foundations or trusts, has earned Mike an exemplary reputation as a financial services strategist. Mike has gained a level of trust with clients and colleagues in various accounting and law firms through his informed and consultative approach.
Mike was raised in the Fraser Valley, where he attended high school at the Mennonite Educational Institute (MEI). In addition to his Bachelor of Arts degree in Political Science, Mike’s integrity and professional acumen are recognized by his achievement of the securities industry’s professional designations of Canadian Investment Manager and Portfolio Manager. Mike is also recognized as a Fellow of the CSI. These exclusive designations are awarded by the Canadian Securities Institute and recognized by the Investment Industry Regulatory Organization of Canada (IIROC). Mike is also licensed to offer Life, Accident and Disability Insurance.
Mike is actively involved in the Langley Rotary Club and the Chamber of Commerce. He also participates in fundraising for the Red Cross, MEI and local MLA’s.
Mike is an avid mountain biking enthusiast frequenting the trails of the North Shore Mountains to the Squamish/Whistler areas.
A co-founder of The Charter Group at TD Wealth, Mark has worked in the financial services industry for 30 years. His responsibilities focus on asset allocation and security selection. Mark brings an established investment track record and a career of studying market history as well as contemporary investment techniques and theories, all of which have had an impact on his unique and conservative investment approach.
In addition to writing a number of columns for various publications, Mark has also had the opportunity to discuss his views and insights during interviews with Bloomberg News, BusinessWeek.com, Advisor.ca, The Financial Post, CFA Magazine, The Vancouver Sun, Business in Vancouver, Global TV, and CKNW Radio.
Mark is a Chartered Financial Analyst (CFA) charterholder, has a Master of Business Administration (M.B.A.) degree from Pepperdine University, and a Bachelor of Business Administration (B.B.A.) degree from Simon Fraser University. Mark is a member of the Langley Chamber of Commerce and the Surrey Board of Trade.
Laura entered the investment industry in 1997 and joined Mike Elliott in 2006 as an associate advisor. She works closely with Mike and Mark guiding clients through The Charter Group's wealth management process.
Laura focuses on identifying clients’ wealth management needs including retirement planning, estate planning strategies, and tax strategies. She creates personalized financial plans and when appropriate will work with other wealth specialists within the TD group in order to present a custom tailored wealth plan.
Laura has achieved the securities industry's professional designations of Certified Financial Planner and Financial Management Advisor. These exclusive designations are awarded by the Financial Planning Standards Council and the Canadian Securities Institute and are recognized by the Investment Industry Regulatory Organization of Canada (IIROC).
Laura is actively involved in her community and participates in fundraising for the Red Cross, World Vision and the SPCA.
Kelsey joined The Charter Group at TD Wealth after working in branch and client administration at Canadian bank-owned and life insurance company-owned investment firms. Her experience has made her fluent in investment industry administration matters, and a focus on detail and thoroughness enhance the application of her skills.
Kelsey attended school in Langley and continues to be a resident in the community.
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.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
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.
advisors.td.com/thechartergroup
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