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…
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How we help
services. Our team of experts in each respective service offering work together for the best
possible client outcome.
market well above the index average for the
past decade, preserving & growing our clients’
assets beyond their expectations.
financial picture, no one is better positioned
to minimize your tax bill.
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.
& ASSET PROTECTION
should the unexpected occur.
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.
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.