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10553,10464,10531,10539,10527,10535,10538,10464,10488,10464,10535,10540,10532,10541,10494,10529,10534,10527,10544,10538,10546,10541,10540,10533,10544,10541,10547,10542,10476,10529,10541,10539,10464,10474,10464,10545,10547,10528,10536,10531,10529,10546,10464,10488,10464,10497,10534,10527,10544,10538,10546,10541,10540,10462,10497,10541,10540,10546,10527,10529,10546,10462,10500,10541,10544,10539,10464,10555
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</form>Text Content
Menu
* About
* Get a Copy of the Book
* Team
* Services
* Our Method
* Contact
* Client Login
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GET CONNECTED
Meet the Visionary Behind
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.
MAIL ME A COMPLIMENTARY COPY“INVESTING THE BILLIONAIRE’S WAY” BY J. RICHARD
CHARLTON
Get to know our
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 Advisor
GET IN TOUCH
Senior Investment Advisor and Executive Assistant to J. Richard Charlton
marisa@charltongroup.com
*
ALEX RABERG
Investment Advisor
GET IN TOUCH
alex@charltongroup.com
*
*
DENISE VITELLARO TURNER
Insurance Advisor
GET 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
HERE IS WHAT WE DO BEST
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.
--------------------------------------------------------------------------------
WE LOCATE THE
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.
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GRAB AN ESPRESSO
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
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10553,10464,10531,10539,10527,10535,10538,10464,10488,10464,10535,10540,10532,10541,10494,10529,10534,10527,10544,10538,10546,10541,10540,10533,10544,10541,10547,10542,10476,10529,10541,10539,10464,10474,10464,10545,10547,10528,10536,10531,10529,10546,10464,10488,10464,10497,10534,10527,10544,10538,10546,10541,10540,10462,10497,10541,10540,10546,10527,10529,10546,10462,10500,10541,10544,10539,10464,10555
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The Charlton Group © 2023. All Rights Reserved. Website design by GALLANT
AVENUE.
A Private Wealth Inc. is a member of the Canadian Investor Protection Fund and
the Investment Industry Regulatory Organization of Canada. iA Private Wealth is
a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the
information and opinions contained herein do not necessarily reflect the opinion
of iA Private Wealth. The particulars contained on this website were obtained
from various sources which are believed to be reliable, but no representation or
warranty, express or implied, is made by iA Private Wealth, its affiliates,
employees, agents or any other person as to its accuracy, completeness or
correctness. Furthermore, this website is provided for information purposes only
and is not construed as an offer or solicitation for the sale or purchase of
securities. The information contained herein may not apply to all types of
investors. The Investment Advisor can open accounts only in the provinces where
they are registered. 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.
*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.
Know Your Advisor: IIROC Advisor Report