New Year Client Update

New year client update

New year client update

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, and this time we have a very special guest joining us. Our clients will be receiving an exclusive opportunity to participate in a Q&A with John Harris, who is the lead manager of one of our core holdings: the Dynamic Alternative Yield Fund. Our President & CEO, Jeremy, will be interviewing John over the course of the session, with time allotted for questions. To secure your spot now, please use this link to register. During registration you’ll have an opportunity to submit questions in advance, and once the process is completed you’ll receive a separate, personalized link to join the webinar. We hope to see you there!
Staffing Updates (there are a few!)
Stephanie Murray has been working with CH for several months in a part-time capacity. Starting in December she joined our team on a full-time basis. Stephanie specializes in accounting, tax, valuation, and financial analysis. She has already proven herself as a valuable asset to the team and brings a fresh perspective to the rest of us (be it cycling/running tips or amazing Excel tricks!).
In 2021 we are doubling our client service efforts, and one of our first orders of business is ensuring we have the capacity and proper talent to proactively manage not only your investments, but your financial and tax strategies as well. In concert with these efforts, Nicole Leonard (Investment and Insurance Advisor extraordinaire) will be joining the CH team on January 18th. With over a decade of experience, she brings a wealth of knowledge to her role at CH. Nicole will also take charge as our Manager of Client Relations, and we hope over the coming months you’ll have a chance to connect and give her a warm welcome.
Even further to our commitment to client satisfaction, we have recently released a job posting for a new Licensed Investment Associate. If you know anyone who might be a good fit to work alongside Max, please let us know and give them this link to apply.
Portfolio Minute News
Our Portfolio Minute segment has been running since June of last year and has been a resounding success. Subscribed clients receive bi-weekly information regarding CH portfolios, benchmarks, fund commentary and the thoughts and analysis of our CIO, Brian. Based on feedback during our fall update meetings, we will start sending them to all clients effective immediately. The link to this week’s Portfolio Minute is here. If you decide it’s not for you, simply let us know and we’ll update your preferences.
I think we can all agree that 2020 was quite a roller coaster, and that no one truly knows what 2021 has in store. What we do know is that we are here with you to help navigate these uncertain waters, and we are excited to see what the future holds!
Warmest regards,
Erika Stewart, COO
& 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