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LIVE THE DREAM

YOU CHOOSE THE DESTINATION

We'll help you get there.

CH Financial - What Makes Us Different

HOLISTIC FINANCIAL HEALTH

WHY WE’RE DIFFERENT

At CH Financial, we provide all the services necessary to ensure your financial well-being - from financial wealth and tax planning, risk management, estate and business succession planning, to structuring charitable trusts.

Led by a senior advisor, our panel of experts collaborate to provide each client with personalized, comprehensive solutions - with the ultimate goal of achieving and maintaining holistic financial health that allows you to pursue your dreams while leaving a legacy for subsequent generations.

SERVING WESTERN CANADA FOR OVER 30 YEARS

OUR STORY

Today, CH Financial tends to the financial well-being of hundreds of successful families in Western Canada. We’ve come a long way since our modest beginnings offering fee-for-service financial planning, some thirty years ago...

HOW WE’VE EVOLVED

HOW WE HELP

We help discerning individuals and successful families preserve and grow their capital via our bespoke style of service.

Our team of professionals from wealth management, tax, financial planning, insurance and legal disciplines work in concert to provide proactive problem solving and a level of service that exceeds the sum of its parts.

COMPREHENSIVE FINANCIAL PLANNING & ADVICE

No matter where you are on your journey, we’ll set you on the path to prosperity. The first step is the financial plan.

MORE ABOUT OUR CUSTOMIZED PLANS →

FINANCIAL & WEALTH MANAGEMENT

We have consistently outperformed the market well above the index average for the past decade, preserving & growing our clients' assets beyond their expectations.

VIEW OUR CORE MANAGEMENT VALUES →

TAX PLANNING & PREPARATION

With our vantage point over your financial landscape, no one is better positioned to minimize your tax bill.

THE CH TAX DIFFERENCE →

WILLS & ESTATE PLANNING

We'll prepare your will and set your estate in order, so your legacy will be distributed to your satisfaction.

CONTROL YOUR FUTURE →

RISK MANAGEMENT & ASSET PROTECTION

We’ll ensure all your bases are covered should the unexpected occur.

GET TAILOR-MADE PROTECTION →

SUCCESSION PLANNING FOR BUSINESS OWNERS

We’ll construct a strategy and framework for passing the torch to new leaders, when the time comes.

PHILANTHROPIC ADVISING

We'll help you get involved with the causes you are passionate about in ways that make real differences.

ASPIRE & ACHIEVE

WE TAKE THE LONG VIEW

LEADING YOUR FAMILY TO A PROSPEROUS FUTURE

When it comes to your family’s prosperity, we take the long view - our portfolio of 25-year-plus clients can attest to that.

We’re dedicated to ensuring the financial success of your family as a whole, so that your children - and their children - can preserve and grow your legacy. Not only does this include advising and managing their finances, but teaching them the fundamental behaviors for responsible financial wellbeing through our forthcoming CH Academy initiative.

Pre-register for CH Academy to learn the fundamentals of personal financial management.

JOIN CH ACADEMY

WHO WE SERVE

ESTABLISHED INDIVIDUALS & THEIR FAMILIES

We help affluent, established individuals plan and negotiate their exit into retirement, and manage their resources to live their dream, while securing a prosperous future for their families.

ASPIRATIONAL PROFESSIONALS

We help doctors, lawyers and other young professionals navigate the financial complexities to maximize growth and tax efficient cash flow while providing stability.

NEW CANADIANS

We help new Canadians plant a financial seed in unfamiliar soil so that their families can flourish.

OUR CLIENTS COME FROM

THE CH FAMILY

JEREMY CLARK

President & CEO

Jeremy's Bio

ANDREW SHORTER

VP Business Development

Andrew's Bio

ERIKA STEWART

Chief Operating Officer

Erika's Bio

ELAINE CLARK

VP Finance

Elaine's Bio

BRIAN TRAFFORD

Chief Investment Officer

Brian's Bio

WHAT WILL YOUR LEGACY BE?

START THE CONVERSATION

ARE WE A GOOD FIT?

Like you, we're selective about the long-term relationships in which we engage.

We’re looking for aspirational clients who require the whole spectrum of financial services, because managing the whole is how we’re able to deliver unbeatable value - it’s our “secret sauce”.

If this describes you, let’s set up a meeting and get to know each other.