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Zachary Charlton, Financial Advisor

FINANCIAL ADVISOR
Zachary Charlton

34609 Delair Road, Suite 202, Abbotsford, BC V2S 2E1opens in a new window
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Focus Areas

  • Education savings strategies
  • Retirement income strategies
  • Retirement savings strategies
  • Wealth protection strategies

About Zachary

As a financial advisor serving Abbotsford and the Lower Mainland, I provide customized wealth strategies for individuals and families at all stages of life. I am passionate about building relationships and watching people succeed.

I have the pleasure of working with business owners and professionals of all types, including teachers, lawyers, tradespeople, accountants and many others. I also help charities and nonprofit organizations manage their funds to support their long-term sustainability.

As your advisor, my focus is on developing an actionable plan that includes tax-efficient investing, insurance, and estate planning strategies designed to address multiple goals. This includes funding post-secondary education,...

Work History

  • Edward JonesNovember 2023 to Current

Personal Interests

  • Golfing
  • Hiking
  • Traveling

Send Me a Message

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Office Information

Phone

(604) 557-9608

Fax

(877) 314-1337

Office Address

34609 Delair Road
Suite 202
Abbotsford, BC V2S 2E1opens in a new window

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My priorities

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Setting your path

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