facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Profile

At Charter House Financial Group, we as a team are committed to long-term development of personal and corporate financial solutions. In our experience, the best advisor-client relationships are founded on trust, and the best plans are built with consistency. In a dynamic market, we do not suggest temporary solutions. Instead, we design portfolios with lasting impact on tax efficiency, income sustainability and wealth transferability. Whether you are in your wealth accumulation phase or the retirement risk zone, we aim to offer a plan that not only meets your short-term expectations but also provides long-term security

Constantly Changing

The financial world is constantly changing and it is easy to be sidetracked. Appealing but risky options may tempt an investor beyond his means, and sudden downswings may cause premature sales. Charter House Financial Group can be your compass in this fluctuating economy. We will work with you to build a plan that is true to your income level and lifestyle, and we will guide you through the highs and lows of today's unpredictable market.

At the end of the day, we are in the business of protecting your wealth. We want to help you to invest with the best knowledge and the soundest advice available. Your trust is our benchmark for success, and because of that, your financial well-being is our greatest interest.

Simon G. Hecks, CFP. CLU. Ch.FC Photo
Read Bio

Simon G. Hecks, CFP. CLU. Ch.FC

President, Charter House Financial Group

Simon G. Hecks, CFP. CLU. Ch.FC

President, Charter House Financial Group
Certified Financial Planner, Manulife Securities Investment Services Inc.

Telephone: (905) 829-1105, ext. 222
Email: simon@charterhousefg.ca

Simon has more than 28 years of practical experience in the financial services industry successfully utilizing his investment knowledge, education and experience to service his clients' financial needs. He has accumulated a vast depth of experience over the years working with business owners, operators and investors. His professional designations as noted qualify him to offer and implement sound wealth management advice.

Simon is the President of Charter House Financial Group and responsible for client relationships and the future growth of the firm. Simon is a true believer in the business of developing meaningful and successful longterm direct relationships whereby the clients needs always come first.

Goretti Pastor Photo
Read Bio

Goretti Pastor

Wealth Management Specialist, Charter House Financial Group

Goretti Pastor

Executive Assistant, Manulife Securities Investment Services Inc.
Wealth Management Specialist, Charter House Financial Group

Telephone: (905) 829-1105, ext. 223
Email: goretti@charterhousefg.ca

Goretti joined our team in March 2006 and brings with her 20 years of experience in the financial industry. She has had the opportunity to be employed by some of the largest financial firms, where she obtained most of her knowledge and specialized training. She has successfully completed her Canadian Securities Course and the Canadian Practices and Handbook Course. Her background has been primarily in the Securities industry, however, in recent years her focus has been on mutual funds, segregated funds, and investment savings products.

Goretti is dedicated and strives to provide our clients with the utmost quality of service. She is an essential part of our organization and a great team player.

Goretti is married and has a wonderful daughter. She enjoys spending her free time with family and friends.

Jackie Walton Photo
Read Bio

Jackie Walton

Estate Planning Specialist, Charter House Financial Group

Jackie Walton

Estate Planning Specialist, Charter House Financial Group
Marketing Assistant, Manulife Securities Investment Services Inc.

Telephone: (905) 829-1105, ext. 221
Email: jackie@charterhousefg.ca

Jackie joined the Charter House family in Nov 2006 & brings with her nearly 20 years experience in the financial services industry.

In 1998 after several years employed with a major Canadian Insurance Company, Jackie successfully completed the level two life licensing exam along with completing both the FLMI & ACS designations.

While Jackie's main focus is primarily the living benefits side of the business her experience in both the individual & group areas have proven to be an added asset. Her ability to multitask & attention to detail are not only valuable tools in the office but also in her day to day dealings with our clients; good customer service is a must with Jackie.

Jackie is very involved in her community & was recently honored by the Ontario Ministry of Citizenship & Immigration for her volunteer work with Girl Guides of Canada. She is happily married with two children & loves to spend lazy days at the lake camping with her family.

Judy Godin Photo
Read Bio

Judy Godin

Group Benefits Manager, Charter House Financial Group

Judy Godin

Group Benefits Manager, Charter House Financial Group

Telephone: (905) 829-1105
Email: jgodin@sympatico.ca

Judy has 27 years of experience in all aspects of the employee benefits industry. She is a fully qualified group insurance underwriter with more than 9 years with Confederation Life as a Group Account manager and over 2 years with Allstate as an Underwriting Consultant. This wealth of experience enables Judy to provide an exceptionally high standard of service to employers to install, maintain and administer their employee group benefit plans.

Judy joined Charter House Financial Group in 1999 to provide comprehensive employee benefit solutions. She enjoys any challenge that arises from serving all types of Group Benefits clients.

James H. Hargan Photo
Read Bio

James H. Hargan

Insurance Advisor, Charter House Financial Group

James H. Hargan

Insurance Advisor, Charter House Financial Group

Telephone: (905) 829-1105
Email: CHFG@charterhousefg.ca

James Hargan has 19 years experience in the insurance and investment industries. James began his insurance career working in U.S. Securities Compliance with Manulife Financial's U.S. Individual Life division. He then moved to marketing and subsequently into a management role with one of Manulife's Canadian Division offices in Toronto.

In 1999 he decided to strike out on his own and became a financial advisor focusing on the high-income market, providing tax-efficient wealth management and life insurance solutions.

James has a BA from York University and is a Level II life insurance agent. He recently completed the Canadian Securities Course and is on track to receive his Certified Financial Planner designation. James is very happily married, has two young sons and lives north of Toronto.