At Charter House Financial Group, we as a team are committed to long-term development of personal and corporate financial solutions. In our experience, the best advisor-client relationships are founded on trust, and the best plans are built with consistency. In a dynamic market, we do not suggest temporary solutions.
Instead, we design portfolios with lasting impact on tax efficiency, income sustainability and wealth transferability. The financial world is constantly changing and it is easy to be sidetracked. Appealing but risky options may tempt an investor beyond his means, and sudden downswings may cause premature sales.
Instead, we design portfolios with lasting impact on tax efficiency, income sustainability and wealth transferability. The financial world is constantly changing and it is easy to be sidetracked. Appealing but risky options may tempt an investor beyond his means, and sudden downswings may cause premature sales.
Services
Building the ideal portfolio involves time and research. There are many financial instruments out on the market, and they each have their benefits and drawbacks. At Charter House, we design multi-structured financial solutions to create a balance in your portfolio. We have the knowledge and expertise, so you don't have to comb through hundreds of investment books, websites and blogs.
Having worked for many years with business people and individuals with similar financial needs and goals as yourself, the team takes the time to get to know you and makes sure you feel comfortable with their approach, which always comes with a smile. The team will ask you to complete either a business or personal questionnaire, that will help us to clearly understand you personally, your circumstances.
Simon & his team at Charter House have provided carefully researched advice & efficient management of their financial affairs to clients we have entrusted to them. We know we can rely on them to deliver quality investment & financial security advice to meet our clients needs. We have been working with Charter House for more than ten years, and would highly recommend them to anyone who needs a financial advisor.
If you're 10 years away from retirement, you only have 260 more pay cheques to help build your retirement savings. Legislation exists at both the federal and provincial level to protect your investments from creditors. Some offer strong protection, while others provide protection with conditions or limitations.
In a shifting economic landscape, a solid retirement plan is quintessential to financial security. Even as you achieve your other personal goals, you can invest in a retirement fund that would allow you to enjoy a sustainable tax-free income flow once you reach 65. At Charter House Financial Group, we offer a comprehensive analysis of your financial future and a wide array of insurance solutions to match.
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