About Gordon Malic

About Gord

Gordon Malic has been offering clients financial advice since 1987. He is a certified financial planner, investment advisor and vice president/private client division at Mackie Research Capital. He is also the founder of Charter Wealth Management Inc., which is a company focused on providing risk management and investment strategies to owners and managers of private and public companies. Charter Wealth Management Inc. was created as a true life insurance broker which provides unbiased insurance solutions, tailored specifically for each client’s needs with products chosen from Canada’s largest Life Insurance Companies.

From the simplest financial objectives to the most complex and from the smallest to the largest, our process is the same. We begin with our comprehensive financial analysis. We believe that we must understand every part of our client’s financial DNA before we can make any recommendations, similar to a medical doctor who does a complete medical examination before prescribing treatment. After we implement a financial strategy, we believe in regular check-ups to maintain the progress needed to meet our client’s goals.

Family values are the core of Gordon’s life and so is the responsibility to family. He is married and has four children and one grandchild. Heath and fitness are very important and golf, curling and skiing are a few favorite activities with family and friends.

Qualifications and Professional Associations

  • Certified Financial Planner Designation
  • Financial Planners Standards Council

About Scott Bokenfohr

About Scott

Scott entered the investment planning business in 2004 and is currently an investment advisor with Mackie Research Capital Corporations. In addition to providing his clients with investment advice, Scott offers comprehensive financial planning and insurance services through Charter Wealth Management. Scott’s mission is to provide his clients with expert financial advice and exceptional client service.

Qualifications and Professional Associations

  • Investment and Insurance Advisor