CH Spring Update

CH Spring Update

CH Spring Update

We hope you are keeping well and staying safe. As you’ve seen recently, we’ve sent out a number of client communications and produced new content to share with our valued clients, their friends, families and colleagues. In light of this we thought timely to provide you with a brief communication update:
As a member of the team for a little over a year now, I can say that when I began, I considered CH a ‘best kept secret’. There were clearly strong processes, a knowledgeable team and a deep understanding of our clients and their families, but none of this information was readily available to our clients or the world at large. I was tasked by our CEO, the board and management with not only rebranding the firm but also launching a new communication strategy, including a new website – in order for both our existing clients and new contacts to benefit from and share with others. Based on discussions and feedback from some of our clients we understood the importance of additional resources and financial education for our people and the multiple generations of families that we serve.
Now with the firm having been business for over 30 years and with 4 generations of clients, I was a little surprised at the lack of online/web and digital presence, but at the same time excited to have a blank canvass to work from. Starting from scratch we steered away from the traditional bank sites (let’s be honest, they’re a little boring) we set about innovating and driving new initiatives within our industry while being mindful of compliance and regulations. Below I’ll be providing a link to some of my favourite pages on the site. We hope you find them useful!
First, here is a recent video starring Brian and Jeremy, please enjoy and feel free to share with your network. If you or someone you know is struggling with the current economic situation, we hope this might give you some peace of mind.
We’ve also been investing a lot of time into curating content that we hope you’ll find useful and informative. If you have any ideas or something you’d like us to write about, please shoot me an email and we’ll be happy to do so. In the meantime, please check out CH Insights for some of our recent blog posts.
To see a clip of Jeremy describing the firm and a quick run-down of our history, click here!
Lastly as Chief Marketing Officer I am very proud of the website and communication efforts our team has embarked upon – from Devin, our Senior Licensed Associate and hash-tagging expert, through to our web and digital marketing team. In the last twelve months or so a lot of work has gone in behind the scenes to produce what you see today, and we look forward to hearing from you and hopefully meeting in person again in the near future.
PS: some of you may have seen me on the road as the tax pick-up driver recently. “I like to wear a few hats” you could say, and it has been great meeting with you from a safe distance!
Thanks for taking the time to digest and share our messages to your friends, family and network. We always appreciate referrals and introductions from our valued clientele!
Wishing you and your family a happy and safe Spring from myself and the whole team at CH, take good care. We’re looking forward to serving you for many more years to come.
Our very best,
Andrew Shorter, VP Business Development
& Your CH Financial Team


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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
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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.

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

Full quote:

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.

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

Full quote:

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.

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

Full quote:

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

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