The Charlton Group
“I have spent my career differentiating myself with an investment philosophy that is deeply rooted in the thinking of Warren Buffett.”J. Richard Charlton is a pioneering Canadian businessman and industry icon with a career spanning over four decades. By creating innovative life insurance products, building mutual fund companies and investment counselling, he has become one of the country’s most respected and
successful Investment Advisors. He is a veteran of the financial services industry with over 40 years’ experience. He is responsible for managing approximately $ ½ billion in AUM.Richard is the best-selling author of “Investing the Billionaire’s Way – The Genius of Patience” and the architect and co-founder of two highly successful investment-management firms that were sold to two major banks. J. Richard Charlton co-founded the Infinity Group of Mutual Funds. He toured the country increasing assets under management from seed capital of $1mm to over $1.5 billion. Infinity was then sold to Dundee Wealth under the Focus Plus banner – now Dynamic Mutual Funds.
TEAM
A breadth of knowledge and experience to support our clients needs. Beyond the team members below, we have a dedicated compliance officer, branch manager, portfolio managers and support staff to help us consistently be at the top of our game.
Insurance products and services are provided through Richard Charlton Insurance Agency Inc. Richard Charlton Insurance Agency Inc. is an independent company unrelated to iA Private Wealth. Only those services offered through iA Private Wealth are covered by the Canadian Investor Protection Fund.
Disclaimer: Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Marisa Colavecchia-Raberg, CIM
Senior Investment Advisorget in touch
Senior Investment Advisor and Executive Assistant to J. Richard Charlton
marisa@charltongroup.com
Alex Raberg
Investment Advisorget in touch
alex@charltongroup.com
Denise Vitellaro Turner
Insurance Advisorget in touch
Insurance Advisor at Richard Charlton Insurance Agency Inc.*
40
YEARS SERVING HIGH NET WORTH FAMILIES
800
MILLION PRIVATE WEALTH MANAGED
334
FAMILIES WITH INCREASED WEALTH
19
PROFESSIONALS DEDICATED TO YOUR SUCCESS
Our Services
Estate Planning
We will help financially prepare your family by arranging and managing your estate, to preserve your legacy, while leaving your loved ones financially secure.
Tax Planning
Using a proactive approach, we will help you minimize and defer tax liabilities of your investments so that they can flourish.
Financial Planning
Our experienced Wealth Management Services team will help educate you on various wealth management practices that will lay the foundation of your customized financial plan.
Family Office
We go beyond the traditional family office, providing a holistic approach to building, preserving, and continuing your legacy. Using our breadth of knowledge, we help you understand the complexities and small details to help you achieve the big picture.
Insurance
Each of our clients receive their own independent advisor, who is always acting in your best interest, to help you understand your current policies while securing the best policies in the industry to keep your family financially sound in case unforeseen circumstances arise. Insurance products are provided through Hollis Insurance.*
Investments
Our unique investment philosophy facilitates wealth creation, preservation of capital and a reliable stream of income.
Blindspots to Your Financial Investments
- Step 1
- Step 2
- Step 3
- Step 4
The first step is the most important, we need to get to know each other, understanding your families values and needs to ensure expectations of each other are aligned and realistic.
We want to know what you’ve experienced in the past and what you would like to see in the future.
Educating clients on our investment philosophy, the history of our group and why we invest the way we do.
We have a very differentiated approach to wealth creation and management, and at this point in our process we demonstrate what it has meant to clients in the past and what it will mean to you.
Introduction and explanation of how the various Charlton Group professionals work to create an all encompassing Financial blueprint.
We introduce our team of advisors and discuss how they all work together in a seamless manner to ensure all needs are met.
The coordinated implementation and execution of financial blueprint is our final step, but really just the beginning for your family.
We all know that life is a continuous evolution and that there will be many changes along the way, having an initial blueprint and the right professionals to manage change is critical to achieving your goals.
With Us
Oakville
Office
(905) 337-2669
Email
info@charltongroup.com
To email a specific partner,
hover over bio images in the team
section for their email address
Oakville
710 Dorval Dr. Suite 100
Oakville, ON L6K 3V7