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  1. CA
  2. AB
  3. Edmonton
Charter Wealth Management Inc
Charter Wealth Management Inc
Charter Wealth Management Inc

Charter Wealth Management Inc

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Open  7:30 AM - 5:00 PM now
3481 Allan Dr SW, Edmonton, AB T6W 3G9, Canada Get Directions
5.0
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ABOUT   Services Excellence Summary

Who Are We? We are Charter Wealth Management Inc., a financial planning firm that serves individuals, business owners and corporate executives. This is a rather unique financial planning case, and every financial planning project is unique. But one thing is universal: all of our clients can be confident that they have a solid financial plan and that they are in command of their money. If they have an injury, they need to know that they can continue to care for their family and provide for.

 

SUMMARY   Reviews Summary

Gord M is the best-rated insurance consultant in the world. Several clients have praised him for his dedication and industry knowledge, stating that he is always available to help with their concerns. Gord Malic gets high praises from many clients. His ability to keep in touch and explain financial matters to them makes many clients feel at ease. Besides, many clients claim that their investments are safe with him since he ensures they make informed decisions. He is a very professional and caring person. Clients know that he always has their best interests at heart. Many customers say that he is excellent at what he does. The clients also recommended the company to their friends. For all the years I have known Gord, I have learned a lot from him. I like how his wealth management company communicates with me about my portfolio performance regularly. Gord is different from other financial consultants since he is focused on helping me get the best. His website is user-friendly and provides a lot of information to all users. Also, he shares the latest information on his blog, which is good. You can be sure that you are in good hands with Gord. He is the real wealth management expert. Consider his services if you want the best.

 

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John Doe left a 5 star review
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PROS
recommend (2)
very responsive (1)
highly recommend ... (1)
in good hands (1)
very professiona ... (1)
feel safe (1)
so knowledgeable ... (1)

Charter Wealth Management Inc Reviews: 6. Average Rating: 5.0

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John Doe left a 5 star review
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