Gordon Malic

Gordon Malic Email and Phone Number

President at Charter Wealth Management Inc. @
Gordon Malic's Location
St Albert, Alberta, Canada, Canada
Gordon Malic's Contact Details

Gordon Malic personal email

n/a
About Gordon Malic

I have been in the financial business since 1987 and am the founder and president of Charter Wealth Management Inc. My insurance clients do not worry about:- The three common forms of taxation- Losing their principal to the market- The financial risk of illness, disability or deathIf someone asked me what I do for a living, it would be hard to explain. The most important thing that I do is to deliver a cheque to the bedside of a client when they are sick and cannot work, so their family can carry on and not worry about money. Or, take a cheque and put it in the hand of a spouse that desperately needs it because their soulmate died on the way home from work. Or, take a cheque and place it in the hands of the remaining shareholders of a company that has just lost a key person or owner. That is really what I do at Charter Wealth Management; the rest is not that important.The most important financial decision you will ever make is dealing with the right advisor. Call us and you will know at the end of the call if you have the right advisor. → https://www.charterwealth.com✉ gord@charterwealth.com📞 (780) 945-1010

Gordon Malic's Current Company Details
Charter Wealth Management Inc.

Charter Wealth Management Inc.

President at Charter Wealth Management Inc.
Gordon Malic Work Experience Details
  • Charter Wealth Management Inc.
    President
    Charter Wealth Management Inc. Jan 1987 - Present
    St. Albert, Alberta
    Charter Wealth Management is an insurance broker that provides access to life insurance products and investments offered by the major Canadian Life Insurance Companies.
  • Research Capital Corporation
    Investment Advisor, Vice President
    Research Capital Corporation Sep 2009 - Jun 2021
    St Albert, Alberta, Canada
    View
  • Sanders Wealth Management Inc.
    Senior Investment Advisor, Branch Manager, Director/Officer
    Sanders Wealth Management Inc. Mar 2000 - Sep 2009
    St. Albert, Alberta
    Investment Advisor, Branch Manager, Director, Major Shareholder, Compliance Officer, Financial Planner, Insurance Broker, DR for Insurance Agency
  • Levesque Securities Inc.
    Investment Advisor
    Levesque Securities Inc. May 1998 - Mar 2000
    Investment Advisor, Vice President, Financial Planner, Life Insurance Broker
  • Vantage Securities Inc.
    Financial Advisor
    Vantage Securities Inc. Feb 1988 - Apr 1998
    St. Albert, Alberta
    Major Shareholder, Financial Advisor, Financial Planner, Life Insurance Broker

Gordon Malic Skills

Wealth Management Investments Mutual Funds Investment Strategies Securities Financial Planning Life Insurance Financial Services Risk Management Finance Bonds Retirement Planning Insurance Disability Insurance Retirement Financial Advisory Critical Illness Corporate And Personal Financial Planning Access To Capital For Business Critical Illness Protection Guaranteed Income Investments

Frequently Asked Questions about Gordon Malic

What company does Gordon Malic work for?

Gordon Malic works for Charter Wealth Management Inc.

What is Gordon Malic's role at the current company?

Gordon Malic's current role is President at Charter Wealth Management Inc..

What is Gordon Malic's email address?

Gordon Malic's email address is go****@****ner.com

What skills is Gordon Malic known for?

Gordon Malic has skills like Wealth Management, Investments, Mutual Funds, Investment Strategies, Securities, Financial Planning, Life Insurance, Financial Services, Risk Management, Finance, Bonds, Retirement Planning.

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