Investment management for business owners, professionals and families.
We manage discretionary investment portfolios within TD Wealth Private Investment Advice. Asset allocation and security selection are handled by our own investment team. We do not outsource the management of our model portfolios.
Mark Jasayko and Keith Henderson co-lead the team and invest their own capital in the same model portfolios as clients.
Our work also includes retirement planning and advice on investing business sale proceeds. We work with clients’ accountants, lawyers and TD specialists on the tax and estate matters that affect their investments.
Based in Langley, we serve clients across Greater Vancouver and the Fraser Valley, including South Surrey and White Rock.
As of September 20, 2026, The Charter Group oversaw C$780 million in total client assets.
What We Do
In-House Decision Making
Portfolio construction, asset allocation, and security selection are handled internally.
Discretionary & Accountable
Portfolios are managed on a discretionary basis with clear responsibility for decisions and oversight.
Total Return Oriented
We focus on long-term total return through growth, income, liquidity, and risk management.
Transparent & Liquid
Clients can see what they own and understand why they own it.
How We Think
We view portfolio management as long-term capital stewardship.
Our role is to allocate capital thoughtfully, manage risk with discipline, and compound wealth across full market cycles.
Investment decisions are made internally by our team. That structure creates clear accountability and consistency in how portfolios are built and managed.
Latest Investment Letter
Tariff Tantrum 2.0
by Mark Jasayko, CFA, MBA · September 2026
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
We work with business owners, professionals, and families who have built meaningful wealth.
Clients who fit us best value clear decision-making, transparency, and a disciplined long-term approach to capital.
Start a Conversation
An introductory conversation gives us a chance to understand your investments and what you want to achieve. We will explain our approach, fees and how the relationship would work.
