Charlton is a private wealth management organization focused on serving the needs of entrepreneurs and high net worth families throughout Canada. Our clients look to us to provide a broad range of sophisticated services either directly or through our affiliates. These services include integrated wealth management, retirement, investment, tax, estate and succession planning. We also provide services for employees of various businesses including group insurance and retirement benefit plans as well as customized programs for key employees.
Your personal path to significant family wealth is unique to you and your affairs should be handled in a like manner. At Charlton we provide the personalized service you are looking for. We work closely with family members to develop a cohesive strategy to achieve family goals and then design and implement customized solutions to achieve them.