The Charter Group
Discretionary portfolio management, managed in-house.
The Charter Group is a portfolio-management team within TD Wealth Private Investment Advice. We work with business owners, professionals and families.
We decide what our model portfolios own, how the money is allocated and when to make changes. Your advisor works with you to select a mandate based on what the money is for, when you will need it and how much risk you can accept.
The aim is to grow capital over time, provide income where it is needed and manage risk. The balance depends on your needs and the mandate agreed with you.
As of September 20, 2026, The Charter Group oversaw C$780 million in total client assets.
What We Do
In-House Decisions
Our portfolio-management team sets asset allocation, selects securities and decides when to make changes.
Discretionary Management
We make day-to-day investment decisions within the mandate agreed with you, with ongoing oversight of the portfolio and its risks.
A Consistent Model Framework
Our models offer different asset mixes for different objectives and risk levels. We select an appropriate mandate with you and review it as your circumstances change.
Liquid Holdings
Our models use liquid investments, including individual securities and selected ETFs. We explain what they hold and why.
How We Think
A good business can still be an expensive investment. The price paid matters.
We look at what a business earns, how it finances itself and what could change its prospects. Higher interest rates, for example, can put pressure on a company that needs to keep borrowing. Those questions inform what we own and how much we are prepared to pay.
Portfolios can fall in value. We consider what could go wrong before committing capital, but risk cannot be eliminated.
Latest Monthly Investment Memo
September 2026
Tariff Tantrum 2.0
Mark Jasayko examines Canada’s tariff debate and argues that rising borrowing costs may have greater consequences for Canadian households, businesses and investment portfolios.
The Team Behind the Portfolios
Mark Jasayko and Keith Henderson co-lead The Charter Group and both serve on its investment committee. Mark leads portfolio strategy, asset allocation and security selection. Keith focuses on client advice, portfolio management and coordinating clients’ financial plans.
Your lead advisor works with the rest of the team on reviews, planning questions and account service.
Who We Work With
Selling a business or preparing for retirement changes what you need from your investments. We help you decide how much to keep available, how much to invest for the longer term and how corporate and personal accounts fit together. We work with your accountant, lawyer and TD specialists where their advice is needed.
We serve clients across Greater Vancouver and the Fraser Valley, as well as elsewhere in British Columbia.
Start a Conversation
Tell us about your investments and the decisions ahead. We will explain our approach, our fees and who would be responsible for your relationship.
