STABILITY. CONFIDENCE.
PEACE OF MIND.
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 CALGARY & 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 HELP
We help discerning individuals and successful families preserve and grow their capital investments via our bespoke style of service.
Our team of professionals from wealth management, tax, financial planning and insurance 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.
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.
TAX PLANNING & PREPARATION
With our vantage point over your financial landscape, no one is better positioned to minimize your tax bill.
WILLS & ESTATE PLANNING
Once your will is prepared we can set your estate in order, so your legacy will be distributed to your satisfaction.
All wills and powers of attorneys are prepared by legal professionals.
RISK MANAGEMENT & ASSET PROTECTION
We’ll ensure all your bases are covered should the unexpected occur.
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 and financial planning, 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.
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
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.