The Charter Group Asset Management

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.

We offer model portfolios ranging from conservative to growth. Each follows the same investment philosophy, with a different asset mix to suit different objectives and risk levels. The portfolios hold liquid investments, including individual securities and selected ETFs.

Once a mandate is agreed, we make the day-to-day investment decisions within it. Your advisor reviews the portfolio with you and considers whether it remains appropriate as your needs change.

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.

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.