Chuck is a dedicated professional in the insurance and wealth management industries. As a member of the Central Alberta Community for over 38 years, his commitment to the local business community runs deep. Building relationships is a fundamental value in advising clients on their investment, insurance, and estate planning needs. He holds profound value in all the connections he has made in our community.
Chuck successfully manages and is the consultant for a portfolio of group benefit plans varying from 2 to 500 employees in over 40 different industries. He also manages over 1000 corporate and individual Life Insurance policies and advises over 50 clients on corporate wealth management, investment strategies, and estate planning.
Chuck is an award-winning advisor in his industry. Some of his awards include Disability Sales Leader in Canada for New York Life, and has qualified for the Million Dollar Round Table. He has held company awards with various companies from Executive Counsel to Presidents Counsel, Internationally. He has been a proud member of the local Rotary Club, BNI Sunrise, and the Kinsmen. Chuck is proud to have chaired and co-chaired charity events throughout Central Alberta over the years.
Contact Chuck today for designing a unique and custom solution for your disability income, and employee benefits, as well as personal and corporate insurance investment, and estate planning strategies.
James R. McPherson
CFP, CLU, ChFC