Strategies to help increase your personal cash flow, keep key employees and protect your business. While it's great to have group coverage from your employer or association, in most cases, people don't understand the that there are important differences when it comes to group life insurance vs. self owned life insurance. Used with permission.
Services
Steve's focus is building client relationships, understanding their needs and goals, and implementing plans to help achieve them. Whether it's a benefits plan for your company, a financial security plan for your retirement, or an insurance plan, Steve is dedicated to helping ensure his client's needs are met.
Many business owners depend on their business to provide income, security and in some cases, a legacy for their family. Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business. Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die.
Addresses all eventualities including the possibility of death, critical illness or disability of a business owner. Value of your business can represent a substantial source of income in retirement, therefore proper succession planning can ensure that the risks to your lifestyle in retirement is minimized.
Attracting and retaining key employees is an important issue for many businesses. Providing innovative benefits and compensation plans are keys to rewarding and retaining these individuals. Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die.
Did you know that your chances of living to 100 years old are better than ever? While living a long life may be seen as a great gift, we also need to be prepared financially to pay for their future long-term care needs. Long-term care insurance provides financial protection should you become unable to care for yourself.
Reviews (10)
J. Kennedy
Mar 25, 2021
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Chartwell Financial has lost millions of dollars of investors money through toxic high risk investments that their clients never agreed to.
Protect yourself as an investor and go to the BCSC website and research this: The British Columbia Securities Commission alleges that Chartwell Asset Management Inc. failed to carry out its duties and to ensure investments were suitable for its clients.
Avoid Chartwell Financial entirely and most definitely it’s founder Gregory Paul James Cameron, Wah Bo Chew, Matthew Evans Cameron and Eric Mayrhofer at all costs. Not to mention the rest of the staff at
Protect yourself as an investor and go to the BCSC website and research this: The British Columbia Securities Commission alleges that Chartwell Asset Management Inc. failed to carry out its duties and to ensure investments were suitable for its clients.
Avoid Chartwell Financial entirely and most definitely it’s founder Gregory Paul James Cameron, Wah Bo Chew, Matthew Evans Cameron and Eric Mayrhofer at all costs. Not to mention the rest of the staff at
Steven Wishart
Mar 12, 2021
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Positive: Professionalism, Quality
I have been using Chartwell since at least 2015 where Great West Life recommended them to me. I have worked with Rochelle Nornen who has been excellent, knowledgeable in managing my portfolio. Very happy and can recommend Rochelle. She manages my portfolio which is significantly medium - large. Can highly recommend.
I have been using Chartwell since at least 2015 where Great West Life recommended them to me. I have worked with Rochelle Nornen who has been excellent, knowledgeable in managing my portfolio. Very happy and can recommend Rochelle. She manages my portfolio which is significantly medium - large. Can highly recommend.
A. Lack
Jan 02, 2021
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The worst decision I ever made was having RSP’s with Chartwell Financial. They invested my money in the Magna Funds and never explained the risk involved in investing in Market Exempt securities. They never used the term Market Exempt Securities either, when they invested my money in these funds. I’d never heard of a market exempt security until it was too late. I’ve not been able to access my money as all of my RSP are frozen and have been for years. I now have to make up for my losses of more than $200,000. I will be lucky to see a single cent of money left over if/when the Magna saga is
Jay Dill
Dec 25, 2020
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Investors be advised. Before you give any of your money to Chartwell Financial Group, be sure to ask any of their financial advisors/representatives the following questions:
1. What happened with “The Magna High Income Fund”?
2. What are “Market Exempt Securities”?
3. How much of your investors money have you lost in the last 10 years?
4. Has Chartwell or any of its employees been reported to the Financial Planning Standards Council recently?
5. Do you have any pending legal issues?
In brief, this is my story, and the story of many others.
Chartwell Financial Group Greg Cameron
1. What happened with “The Magna High Income Fund”?
2. What are “Market Exempt Securities”?
3. How much of your investors money have you lost in the last 10 years?
4. Has Chartwell or any of its employees been reported to the Financial Planning Standards Council recently?
5. Do you have any pending legal issues?
In brief, this is my story, and the story of many others.
Chartwell Financial Group Greg Cameron
Emma Kell
Oct 06, 2020
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Chartwell Financial never explained that they invested my money in Market Exempt Securities - which are very high risk. My RSP has been frozen for years and my retirement saving plan is headed towards being worthless. My family has lost hundreds of thousands of dollars because we trusted Chartwell Financial with our RSP’s. Before my RSP account was frozen I had been asking to cash out and was always told that I was next in line, and I had to wait for other people to be paid out before me. I feel completely helpless and decades worth of my hard earned money has been stolen because of toxic investments
M. Best
Dec 13, 2019
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My family and I have been dealing with Chartwell for approximately 20 years now. I have nothing but good things to say about this group and over the years the dedicated service has never faltered.
The team of staff are very approachable and delightful to deal with. Combined with honesty, knowledge and sincerity I truly feel my family's needs for now and for the future are in good hands. I have referred and recommended this group in the past and will continue to do so with confidence.
The team of staff are very approachable and delightful to deal with. Combined with honesty, knowledge and sincerity I truly feel my family's needs for now and for the future are in good hands. I have referred and recommended this group in the past and will continue to do so with confidence.
Terry Desmond
Nov 25, 2019
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Deb Kent
Sep 26, 2019
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My husband and I have been dealing with Chartwell Financial for over fifteen years and have always found them to be top notch. Our questions have always been answered in a timely, professional fashion and to our complete satisfaction. We are now both retired and therefore the security of our investments is important. I have no questions regarding the integrity of their team and feel confident that our retirement funds are being well looked after.
Michael Sjokvist
Sep 22, 2019
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Angelina Hung
Jun 27, 2019
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