Integrity.
Trust.
Education.
Clients first. Always.
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.
CH Financial works with 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.
Serving Calgary & Western Canada For Over 30 Years
Western Canada. We’ve come a long way since our modest beginnings offering fee-for-
service financial planning, some thirty years ago…
Sign up to receive our Portfolio Minute newsletter and learn the fundamentals of personal financial management.
How we help
services. Our team of experts in each respective service offering work together for the best
possible client outcome.
Comprehensive Financial
Planning & Advice
we’ll set you on the path to prosperity.
The first step is the financial plan.
FINANCIAL &
WEALTH MANAGEMENT
market well above the index average for the
past decade, preserving & growing our clients’
assets beyond their expectations.
TAX PLANNING
& PREPARATION
financial picture, 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
should the unexpected occur.
Portfolio Minute
KEEP UP TO DATE WITH THE LATEST PERSONAL FINANCIAL MANAGEMENT INSIGHTS
CH Financial’s Portfolio Minute is our monthly newsletter giving you wealth management news, tips and advice from our diverse team of experts. Read our recent newsletters below or find the full library in CH Academy.
CH identified the four stages of 2020 in our February Portfolio Minute, which can be read here. The third stage of 2020 was the Early Rally, which occurred from April to October.
For CH, one of the ways we deliver best-in-class client service is to limit the number of clients each of our wealth advisors is primarily accountable for.
Traditionally the “anchoring fallacy” (also known as the anchoring bias) is understood as taking one single piece of information we receive and drawing a conclusion from it.
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.
