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 CH 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.
CH Minute
KEEP UP TO DATE WITH THE LATEST PERSONAL FINANCIAL MANAGEMENT INSIGHTS
The CH Minute is our bi-weekly newsletter giving you wealth management news, tips and advice from our diverse team of experts. Read our recent articles below or find the full library in CH Academy.
A capital gain is an increase in the value of an investment such as a stock, property, mutual fund, or other asset that you own in a non-registered account
This edition of the CH Minute has sought to show the difference between risk and volatility. They are not always the same thing.
When I look at CH Financial, what it is to our clients, to my colleagues, and me personally, I think about several things.
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.
