Gordon Malic

I have been in the financial business since 1987 and am the founder and president of Charter Wealth Management Inc. I am a certified financial planner.

My insurance clients do not worry about:

- The three common forms of taxation
- Losing their principal to the market
- The financial risk of illness, disability or death

If someone asked me what I do for a living, it would be hard to explain. The most important thing that I do is to deliver a cheque to the bedside of a client when they are sick and cannot work, so their family can carry on and not worry about money. Or, take a cheque and put it in the hand of a spouse that desperately needs it because their soulmate died on the way home from work. Or, take a cheque and place it in the hands of the remaining shareholders of a company that has just lost a key person or owner. That is really what I do at Charter Wealth Management; the rest is not that important.

Give me 15 minutes on a phone or zoom call and I promise you, it will be the most important financial decision you will ever make.

→ https://www.charterwealth.com
✉ [email protected]
📞 (780) 945-1010

Certified Financial Planner/Financial Planners Standards Council