Mapping Your Road to Financial Freedom

At Charter Wealth Management Inc., we provide comprehensive financial planning to clients in Alberta, BC and Nova Scotia. Our financial plans encompass an in-depth look at your current circumstances and a roadmap to reach your future goals. With over three decades of experience, our company can help you identify possible strategies to help you save money and reduce taxes.

Our wide variety of services include:

Business Owners

Over 30 years experience specializing in planning for business owners.


Working closely with farmers to increase cash flow and address their unique needs.

Insurance Planning

Our family risk analysis provides financial support for your family in the event of a premature death or serious illness. If you are a business owner, our team can develop strategies that enable your business to continue in the event of an unforeseen illness or death.

Retirement Planning

We can determine how much money you need to maintain your lifestyle during retirement. Our retirement planning analysis determines the most efficient way to accumulate capital. For business owners, we develop additional strategies to convert the value of your business into tax-efficient retirement income.

Intergenerational Wealth Transfer

With our estate planning analysis, we can reduce income taxes that could be payable by your estate. This service helps to ensure that specific individuals can receive the full value of the assets accumulated over your lifetime. We also develop corporate succession strategies for business owners to reduce the amount of income taxes on the intergenerational transfer of business assets.

When it comes to planning your investments, allow our team at Charter Wealth Management Inc. to assist you. We have the experience and knowledge to develop a sound plan that can help you achieve your financial goals. Call us at (780) 945-1010 to request a complimentary evaluation today!