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.

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.

Set Up An Appointment

Serving Calgary & Western Canada For Over 30 Years

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

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How we help

We help aspiring individuals and families preserve and grow their capital through our tailored
services. Our team of experts in each respective service offering work together for the best
possible client outcome.

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 a comprehensive view of your whole
financial picture, no one is better positioned
to minimize your tax bill.
THE CH TAX DIFFERENCE →

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.

CONTROL YOUR FUTURE →

RISK MANAGEMENT
& ASSET PROTECTION

We’ll ensure all your bases are covered
should the unexpected occur.
GET TAILOR-MADE PROTECTION →

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.

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The David’s vs. Goliath’s

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.

click here to read more

Anchoring: What it is, and Why it is Bad for Investors

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.

click here to read more

My Investment is Down (So why do I owe tax on it?)

Last week we talked about how we use the Request for Proposal (RFP) process when we are either replacing or adding a new fund to our investment portfolio.

click here to read more

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.

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Sign up for the Portfolio Minute newsletter

Are we a good fit?

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 andget to know each other.

Full quote:

I just want to say we have been with your team since 1993, and we have never had any bad advice. The investments you set up for us during this time has paid for university education for our two granddaughters and provided a significant monthly income for us to augment our pensions.

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We are with you for the long run and are not going anywhere. Jeremy has told us that at these times the numbers tend to scare you, but you haven’t really lost anything if you don’t panic and sell.

Ken M, Calgary

With CH Financial since 1993

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When I became a client of CHF it was a real game-changer as I was going through a very difficult time both professionally and personally.

I went through a divorce and the loss of a job and a parent, all within a 12-month period. While it was very tough to deal with at the time, I was reassured by the fact that the team at CHF had my back and really cared about me and what I was going through.

Looking back now, I’m not sure how I would have managed without the support of the CHF family.

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Jeremy and his team were there every step of the way to help me navigate my way through the complexities of a divorce and inheritance. They got me back on track both financially, as well as emotionally.

I have now been a client of CHF for over 10 years and thanks to their expertise, I know that my family will be well taken care of for many years to come. I am now in a position where I don’t need to worry about money thanks to a solid financial plan.

I would highly recommend the CHF team to others going through life-changing and difficult situations as your financial partner.

Linda, Victoria

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As an investment industry professional, I am constantly on the go and maximizing my peak career earning years in my 40s. With travel and work commitments I am very limited for time to spend with family and do the things I love to do and chose CH Financial to allow me more freedom and lifestyle balance.

Being in the investment industry my whole career and an extremely busy professional, I know I could probably do a good job at managing my money as I work in the industry after all while I rely on and trust the CH Financial team that they will take care of the details, both growing my assets as well as taking care of every aspect of my financial situation, including my tax, investments and insurance, they simply take away the stress of having to worry about it all and help me to navigate the complexities for me so it all meshes together and importantly saves me valuable time and headaches.

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At the end of the day, the reality is I truly value my time and the opportunity cost of my time and would rather hire the best in the industry so ultimately my wife and I can do the things that we love to do, have more leisure time, relax and enjoy spending time in the great outdoors, exploring new countries, hiking in the mountains and volunteer work.

Since engaging CHF more than 5 years ago we have enjoyed significant growth in our investments but more importantly, we have peace of mind and sleep much better at night knowing the team at CHF has our financial back and anything financial they will take care of for us.

I would have absolutely no hesitation in recommending the team at CHF to other career-focused busy professionals who really value their time and lifestyle balance.

Kevin & Sharron, Calgary

Financial industry professionals

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Prior to joining CH Financial as a client, I had been partially managing our investments and using a bank-owned broker for many years, with moderate success. When we became clients of CHF, I quickly realized how little I knew about the complexities of managing investments and the importance of seeking out the best specialists in the industry to assist with my family’s full financial picture.

Brian and the team at CHF encouraged us to take an introspective look at our assets and expenditures and even helped us implement a comprehensive budget. The team really stepped up to take care of all aspects of our financial picture, including portfolio design, CH Financial introduced us to a lawyer who took care of everything for us, estate planning and tax, while helping us simplify our financial affairs.

Being of the sandwich generation my wife and I spend considerable time caring for our surviving parents and our grandkids, so

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freeing up valuable time is essential to allow us to do the things we love to do. The team at CHF takes care of the details and today my wife and I enjoy a comfortable, stress-free financial situation.

Over the years as a client of CHF, both our portfolio and wealth has grown exponentially, more than we could have ever imagined. Now that we are both happily retired, having the CHF team in our corner helps us to sleep better at night knowing that our somewhat complex financial puzzle is being looked after by a team of people that really care, as opposed to being treated like a number by a big bank.

I would have no hesitation in recommending the CHF team to others looking for a superior financial home in Calgary and a safe place to invest your hard-earned money.

Ian C, Calgary

Comfortably retired thanks to CH Financial