I hope you had a great summer and enjoyed some vacation time with family and friends. It’s certainly been a busy and exciting six months at CHF including a transition of ownership from Clark Hetherington to CH Financial with the Clark Family assuming majority ownership of the business. I am proud to have my father Paul Clark at the helm as board Chair and look forward to delivering on our new strategic plan. This ownership structure will be critical to the long term financial stability and success of the business.

As part of the CHF transition, we’ve been expanding our team to better serve our clients. Since February we’ve onboarded our new VP Finance, Elaine Clark and VP Business Development, Andrew Shorter. Our Chief Investment Officer Brian Trafford has also added to his team with the addition of Mehek Syeda. And finally, please join us in welcoming our Chief Operating Officer Erika Stewart back from maternity leave (during which she earned two promotions!).

In addition to our team expansion, CHF is proud to announce we’ve created an insurance division, managed by our licensed specialists Brian and Andrew. We also launched a robust new website this spring, www.chfinancial.ca – please check it out and share it with a friend or colleague.

We’ve been streamlining our internal systems to enhance the CHF client experience with a major implementation of a new CRM system led by Erika. This new tool will improve efficiency and allow greater capacity for top level client service in our planning, tax, insurance & investment divisions.

The team and I recently had the unique opportunity to attend the Edgepoint Kids camp in Saskatoon. The Edgepoint Kids camp is an innovative program designed to teach financial fundamentals to teenagers. At CHF, we believe there is a gap in our educational system as it relates to financial education and we hope that by joining forces with Edgepoint we can help to make a positive difference for kids. We’ll bring you more news as we start development on our CH Academy platform. Watch this space!

Thank you for your continued support of CHF as your trusted financial hub, and please don’t hesitate to contact me or the team with any questions, comments, or referrals!

Warm regards,

Jeremy Clark
President & CEO