Charter Wealth Management Inc - Edmonton, Alberta

Jason C.

We have been using Gordon Malic at Charter Wealth Management as our financial adviser for the last 8 years and always find the advice easy to understand, friendly, and professional. For us, (as no doubt is the case for many), managing the financial world, investing in the right markets, and understanding the tax implications are not things that we are readily at ease with, so having someone who can explain things in layman’s terms, and who is happy to talk about our investments, queries or concerns at all times, is a huge benefit to us. One of the things which I feel sets this firm apart from others is their determination to keep in touch regularly, and they not only arrange a yearly review to ensure that everything is still as we require, and our aims are unchanged, but we also receive quarterly updates of how our portfolio is performing. Perhaps most importantly they pre-empt any potential concerns we may have, when any upheavals appear in the markets, by explaining what they mean and what the likely outcomes might be. As a result of all this we feel confident that our retirement funds are in good hands, and that we do not need to worry about our future with regards to wealth management. Gordon is truly the best in his business field and I highly recommend his knowledge and expertise.

gary H.

I have dealt with a number of Financial Planners, Investment Councilors, Estate Planners and Insurance Specialists in my lifetime to date but have not felt completely comfortable till we made the move to Gord Malic and his staff at Charter Wealth. We finally feel safe investing, able to make informed decisions and enjoy having a variety of investment options to choose from . We rather enjoy someone else putting our rehouses to work while we spend more time planning retirement.

Gary and Chantile

Marcus L.

I’ll start off with Gord Malic is the best insurance advisor in the industry! I have known Gord for many years now, professionally and personally. Believe me when I tell you that if you are in the search for a person that will do what it takes day and night to give you the absolute best of himself and the financial services / insurance services, Gord is the man. I have never witnessed or known someone to put in the hours that Gord does in the office. For Gord his career seems to be a more of a hobby rather than work, this kind of dedication is why he is just so knowledgeable and advanced in his area of expertise. Every time I had concerns or questions Gord was able to really explain and get back to me in a respectable time frame. Over the course of many years that I’ve been privileged to know Gord he has become someone that I truly look up too, for myself being a man in his mid 20’s I’ve had lots to learn from Gord. We all have lots to learn from Gord.

Thanks for being there every step of the way Gord!

Chris C.

Gord is a consummate professional, he has great knowledge and amazing integrity. I would not hesitate recommending him to friends or family for advice on tax, corporations, and wealth management.

R.J. D.

The new website is fantastic! Very responsive and easy to navigate.
Drop downs offer quite a few selections and options to choose from.
I also like that the blog is up to date with recent postings.

Zac P.

Very professional and caring company. They sat with me many times to help me direct my finances in the best way FOR ME. I recommend this business to my friends and my workers within my own business.