Greetings to our clients, contacts and friends. We hope you are staying well, and that the gradual return of our communities is bringing some normalcy to your lives. To that end, we are happy to announce that we are returning to our office today. With Alberta’s first phase of reopening the province moving forward, we’ve …
Greetings from the CH team, 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 …
With tax season upon us, we’re pleased to offer a special door-to-door tax package collection service from the CH team. The team and I are available to personally collect your paperwork from your home or office, remaining at a safe social distance, of course. To book a time, simply contact our Office Administrator Hayley on …
CH FINANCIAL MESSAGE I have been asked by the CH team to provide a message which might be helpful in these currently turbulent times. I am pleased to do this and provide a senior perspective: I am in my early 70’s and retired for 13 years after a rewarding 38-year career in the chemical industry. …
Most investors understand that markets go up and down, but there are times when these swings are especially dramatic. During these big swings, investors can be tempted to either BUY when the market has risen or SELL when the markets are down. Intuitively this can make sense. No one wants to miss out on the …
During these tough financial times, it can be helpful to have the support of a financial professional to help navigate the new benefits, tax breaks, and what to expect during tax season. This week we spoke to Jeremy Clark, CEO, and President of CH Financial Ltd. about how they can help improve our financial well-being. …
Homegrown Business Improving Financial Well Being with CH Financial Ltd Read More »
CH Live Reminder If you are interested in our third quarter CH Live: Q&A with President & CEO, Jeremy Clark, please make sure to register by clicking here. The live webinar is today, October 6 at 3:00 PM MT. The Inverse Relationship of Interest Rates and Bond Prices What we’ve seen since the early 1980’s …
We hope you and your family enjoyed the holidays. As we settle into 2021 we’d like to take a few minutes to connect and let you know what’s new and upcoming at CH. Webinar – Q&A with John Harris of Dynamic Funds We’re hosting our third quarterly webinar on Tuesday, January 19th at 4:00pm MT, …
What began as a Calgary-based, one-man, fee-for-service financial planning firm 30 years ago has grown into a successful full-service operation of a small team of professionals led by a B.Sc in neuroscience. Jeremy Clark was born in Sarnia, Ont., where his father was a chemist. He spent his childhood there and in Midland, Mich., then …
Subject Line: Fund Company Update Hi ____, Some of our client have received client documents within the last week from Franklin Templeton, NCM Investments, or from both. If you don’t hold assets with either fund company, you can disregard this communication. For those who have received the client documents, we want to explain what these …
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.
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.
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.
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.
