AMS Letter

AMS Letter

AMS Letter

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 or 403-237-6570 and we’ll be there. And if you need us to pick up anything else while we’re out and about, don’t hesitate to ask. For our out of town clients, please continue to send us your tax information as normal.
As social distancing and self-quarantining continue, some of us may be going a little stir crazy. Everyone has plenty of advice on how to stay entertained while self-isolating, but the best advice we’ve heard is this: relax and accept it! This may your once-in-a-lifetime opportunity to try something you’ve always wanted to do.
To help keep you entertained, the team at CH put together a list of our favourite top 5 things to do while self-isolating at home. We hope you enjoy them!
1. Get cultural. You don’t need to don your top hat and tails to enjoy Calgary’s arts and culture scene – you can enjoy live streaming music, films and more from the comfort of your couch. Check out
Calgary Philharmonic Orchestra Watch + Listen, Studio Bell’sAlone Together: NMC’s Top Ten Canadian Livestreams and the Calgary International Film Festival’s CIFF at Home. For a list of local attractions and online tours stop by Tourism Calgary’s website.
2. Get cooking. There’s no better time to get creative and get into the kitchen. Short on ingredients? Check out. SuperCook – simply add what you’ve got left in your cupboard and SuperCook instantly finds matching recipes. Or stock up your pantry with great local produce from grocery delivery companies such Cultivatr – Alberta’s online “Farmer’s Market” or The Grocery Link. If you’re not feeling inspired, try one of the gourmet meal kits like Supper Studio that come with pre-measured ingredients delivered right to your door.
3. Get fit. Quarantine or not, there’s still plenty of ways to stay in good health. The other day I took my family walking around a golf course – we were the only souls there and it was blissful. Alternatively, you can visit one of the top Calgary fitness studios offering online classes (often free) for yoga, barre and more such as or Barre Body Studio.
4. Get smarter. Take this time to learn a new skill or even a new language. Choose one of 14 languages at Babbel or learn how to play the ukulele – one membership with Yousician gives you access to an array of cool instruments.
5. Get in touch. Now is a great time to reconnect with friends and family. Feeling connected is vital to our well-being, particularly now, so reach out to let people you know you’re thinking about them. Try signing up for free programs like Zoom video calling or Skype, or simply pick up the phone and have a good old fashioned chat with someone you’ve lost touch with. And don’t forget to follow us on CH Financial LinkedIn and check out our latest blog posts on CHF Insights.
From the entire team at CH, please stay safe and healthy. We’re all looking forward to a time when we can breathe a collective sigh of relief and see you again in person. In the meantime, please know we’re working hard on your behalf, and that will never change.
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
get to know each other.

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Are we a good fit?

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