STABILITY. CONFIDENCE.
PEACE OF MIND.

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.

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

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 our vantage point over your financial landscape, 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 →

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.

CH ACADEMY

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

JOIN CH ACADEMY

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.





    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

    ERIKA STEWART

    Chief Operating Officer

    Erika's Bio

    STEPHANIE MURRAY

    VP Finance

    Elaine's Bio

    BRIAN TRAFFORD

    Chief Investment Officer

    Brian's Bio