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Category: Insurance

5 Reasons not to Buy Collateral Insurance From a Bank

On April 4, 2022April 11, 2022 By Gord MalicIn InsuranceLeave a comment

From time to time, most business owners will need to borrow money from a bank to help with financing new equipment, a real estate purchase or to smooth out bumps in cash flow. When you do, your bank manager may suggest that you purchase life insurance to pay the debt off should you die. For …

Continue reading 5 Reasons not to Buy Collateral Insurance From a Bank

Charter Wealth Management is a financial planning firm that provides business owners, corporate executives, and individuals with comprehensive financial planning advice.

While every planning engagement is unique, all our clients can be confident that they are organized and in control of their finances, and should they be unable to manage their wealth at any time in the future, their family will have the support they want when they need it most.

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