http://charterwealth.com/wp-content/uploads/2019/01/insuranceAudit-Gord-Malic.png 792 612 Charter Wealth http://charterwealth.com/wp-content/uploads/2017/04/charterWealth.jpg Charter Wealth2019-01-01 16:00:002019-01-01 16:06:29When and Why You Should Conduct an Insurance Audit
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Talk to us we can help.
http://charterwealth.com/wp-content/uploads/2018/06/featuredImage-Do_you_really_need_life_insurance.png 800 800 Charter Wealth http://charterwealth.com/wp-content/uploads/2017/04/charterWealth.jpg Charter Wealth2018-06-01 15:00:002018-06-01 15:15:26Do you REALLY need life insurance?
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your adult life. Most people would agree that having financial safety nets in place is a good way to make sure that your loved ones will be taken care of when you pass away. Insurance can also help support your financial obligations and even take care of your estate liabilities.
http://charterwealth.com/wp-content/uploads/2017/10/financialPlan-Gord-Malic.png 792 612 Charter Wealth http://charterwealth.com/wp-content/uploads/2017/04/charterWealth.jpg Charter Wealth2017-10-31 13:30:462017-10-31 18:34:05The Importance of a Financial Plan
The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals.Talk to us to see how we can help you.
http://charterwealth.com/wp-content/uploads/2017/09/BC_Budget_Update-Gord-Malic.png 792 612 Charter Wealth http://charterwealth.com/wp-content/uploads/2017/04/charterWealth.jpg Charter Wealth2017-09-17 18:31:272017-09-18 18:36:14BC Budget Update
BC Finance Minister Carole James delivered the province's 2017 budget update on Sept. 11, 2017. The budget anticipates a surplus of $46 million for the current year, $228 million in 2018-2019 and $257 million in 2019-2020. As a result of the provincial election on April 11, 2017, the measures previously announced were not fully enacted.