The Charter Group

Discretionary portfolio management, managed in-house.  

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

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.

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.

Our portfolios are managed by an experienced team responsible for investment decisions, portfolio construction, and client relationships.

We work closely with business owners and high-net-worth families, providing discretionary portfolio management alongside integrated planning support.

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