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 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. If you or someone you know is struggling with the financial implications of the current economic situation, we hope this might give you some peace of mind.
We’ve also been putting 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 Insightsy 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 rorm 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 years to come.
Our very best,