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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
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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.

Jackie Walton Photo
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Jackie Walton

Operations Manager, Charter House Financial Group

Jackie Walton

Operations Manager, Charter House Financial Group
Administrative Assistant, Manulife Securities Investment Services Inc.

Telephone: (905) 829-1105, ext. 221
Email: Jackie.Walton@manulifesecurities.ca

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

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.

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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.