Knowledgeable staffProfessional adviceFriendly serviceResponsive websiteVariety of investment optionsPersonalized financial guidanceIntegrityEasy to understand adviceDedicated serviceComfortable investing
About this business
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.
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.
Frequently asked questions
7 questions
What do Charter Wealth Management Inc clients say about the work?
Clients frequently praise Gord Malic for his professionalism, integrity, and ability to simplify complex financial concepts. Many feel secure in their investments and appreciate the personalized attention they receive, highlighting the team's supportive approach.
What services does Charter Wealth Management Inc offer?
Charter Wealth Management provides a range of services, including Wealth Management (Portfolio Management, Retirement Planning, Investment Advisory), Insurance Services (Life Insurance, Health Insurance, Property Insurance), and Financial Planning (Tax Planning, Estate Planning, Budgeting).
Can I get help with retirement planning at Charter Wealth Management Inc?
Yes, they offer retirement planning as part of their Wealth Management services. Clients have noted the team's ability to provide clear and effective advice tailored to individual needs, making the retirement planning process easier to navigate.
What are the business hours for Charter Wealth Management Inc?
The business hours are as follows: Monday: 7:30 AM-5:00 PM, Tuesday: 7:30 AM-5:00 PM, Wednesday: 7:30 AM-5:00 PM, Thursday: 7:30 AM-5:00 PM, Friday: 7:30 AM-5:00 PM, Saturday: Closed, Sunday: Closed.
Does Charter Wealth Management Inc provide life insurance services?
Yes, they offer life insurance as part of their Insurance Services. Clients have expressed satisfaction with the team's thorough approach to discussing insurance options and ensuring their needs are met.
How does Charter Wealth Management Inc support clients with tax planning?
They provide tax planning services within their Financial Planning offerings. Clients appreciate the team's expertise in navigating tax implications, which helps them make informed financial decisions.