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Comprehensive Financial Planning and Services
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Comprehensive Financial Planning and Services
The Chartwell Financial Group (CFG) is a financial advisory firm located in the Vancouver Lower Mainland.
Based in South Surrey, our experienced and educated advisors and consultants have been assisting clients since 1994.
The firm reflects the philosophy and mission of its Founder and President, Greg Cameron, “To provide all of our clients with quality advice backed by excellent service.” The Chartwell Financial Group provides comprehensive financial planning in the areas of:
- Risk Management
- Retirement Planning
- Investment Planning
- Financial Planning
- Estate Planning
CFG takes a holistic approach to our clients’ planning. From estate planning to children’s education planning, we use varied resources, expertise, consultants and products to best assist our clients.
Only when our clients achieve their goals, do we reach ours. Learn more about our service, or about us. Or, for a free consultation, simply contact us.
Planning and Process
Our goal-based financial planning approach helps you define your goals, analyze your situation and build a financial plan designed to achieve your goals. Learn more...
Insurance Products
We have access to a wide range of insurance products to help fit the specific needs of your financial plan. Learn more...
Retirement and Investment
As financial security advisors, we have access to a wide range of savings and income products – both registered and non-registered savings, income, and pension plans for individuals; as well as registered and non-registered savings and pension plans for employee groups. Learn more...
