The Charter Group

Discretionary portfolio management, managed in-house.  

Based in Langley, we serve business owners and high-net-worth families across the Fraser Valley.

Portfolio construction, asset allocation, and security selection are handled in-house.

The Charter Group oversees more than $750 million in client assets as of June 20, 2026.

In-House Decision Making

All portfolio construction and security selection is done internally. There is no outsourcing and no separation between the decision-maker and the client.

Discretionary & Accountable

Portfolios are managed on a discretionary basis with clear responsibility for results and ongoing oversight of risk.

Total Return Oriented

Equities serve as the primary long-term growth component of the portfolio, while fixed income supports capital preservation, liquidity, and risk management.

Transparent & Liquid

Portfolios are built using liquid securities. Clients can always see what they own and why.

How We Think

We view portfolio management as long-term capital stewardship.

Our responsibility is to allocate capital thoughtfully, manage risk with discipline, and compound wealth across full market cycles.

Investment decisions are made internally by our team. Asset allocation, security selection, and portfolio positioning are not outsourced to external managers or product platforms.

The Charter Group is structured around investment leadership, client relationships, planning support, and operations.

Portfolio decisions, client service, and planning coordination are handled through a defined team structure. The goal is consistency, continuity, and clear accountability.

Start a Conversation

If you would like to learn more about our investment approach or discuss your portfolio, we would welcome the opportunity to speak with you.