FREQUENTLY ASKED QUESTIONS
Long-Term Financial Planning & Insurance Policies
Whether you are searching for a long-term plan that’s customized to you or trying to achieve your financial goals, our team at Charter Wealth Management Inc. is well-prepared to assist with a wide range of financial needs. Each member of our staff is a specialist in their field and can help you gain financial stability and security for you and your family. Below are a few answers to the most common questions that we are asked.
What is the background of your Alberta financial planning firm?
Our team has an extensive background in the financial sector. Our president, Gordon Malic entered the business in 1987 and is a certified financial planner and investment advisor. Gordon’s business partner, Dave Faulkner, is also a certified financial planner and chartered life underwriter who has more than 30 years of experience in providing advice to his clients with respect to a broad range of matters.
What types of products and services do you offer?
We offer a variety of financial planning and insurance services, including financial security planning, retirement planning, estate planning, life insurance, disability insurance, health insurance, and more.
Why should I choose your firm?
Our team members are specialists in their designated fields and have more than a decade of experience at this firm. We consistently produce results that impress and meet the financial goals of our clients.
What is your process for creating a financial plan?
We begin by performing an assessment of the goals and objectives that you have, for you and your family, as well as a thorough financial analysis of your unique situation. Our team will then use this to implement a customized financial plan, complete with risk management and monitoring/reviewing to ensure that it is effective.
Do you offer complimentary evaluations?
Yes, we offer complimentary, no-obligation initial evaluation to our clients so that you can be fully informed before making any decisions.
To learn more about our firm and how we can assist with your specific financial needs, please call our office today at (780) 945-1010!