Financial Planning

Summer Update

Summer Update

We hope you have been enjoying the heat. We have a couple of exciting announcements to make and thought it would be great to share with our clients, friends and partners as we head into the long weekend. To that end, note also we’ll be closed on Monday, August 3rd.
New Team Member!
First, please help us in welcoming Max Leveillee to the CH team! As Devin progresses in his new role as an advisor, Max will be handling most of Devin’s previous responsibilities. A graduate from Mount Royal University, Max obtained a Bachelor of Business Administration degree with focuses in Management and Finance. After graduation, he began his career in the financial services industry in the banking world. After receiving several commendations and achieving best-in-district standards in customer service, he progressed into the role of Senior Financial Advisor (retail banking) which allowed him to further pursue his passion for creating exceptional client experiences and providing tailored advice.
Max is also actively involved in the Calgary community and spends some of his free time as a core volunteer for Brown Bagging for Calgary’s Kids and Pawsitive Match Rescue Foundation. When not at the office or volunteering, Max can be found fanatically watching Calgary Flames hockey or exercising his love for everything food-related by experimenting with new recipes and ingredients. Originally from New Brunswick, Max has a deep love of seafood, and tends to incorporate it in many of his recipes. Max has 3 dogs – all adopted from Pawsitive Match. Feel free to reach out and say hi at mleveillee@chfinancial.ca.
Supporting the Calgary Women’s Emergency Shelter
CH is proud to partner with Silver Springs Golf Club in support of the Calgary Women’s Emergency Shelter (CWES). Through a recent fundraising initiative CH has purchased 50 water bottles, with $10 dollars of the proceeds from each bottle being donated to the CWES. In an effort to have some fun and help you get to know more about CH and the CWES, we will be having a little competition where you could win one of five of these bottles… Keep an eye on your email for a quiz early next week. Score 100% and you’ll be entered into our draw!
As always we’re happy to answer any questions you may have. We’ll be reaching out to our clients individually over the coming months to schedule your review. At this time we are suggesting Zoom/phone meetings, but can accommodate other options at your request.
Warm regards,
Erika Stewart, Chief Operating Officer
& Your CH Financial Team
403-237-6570
hi@chfinancial.ca

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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.

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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.

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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

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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.

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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

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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.

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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

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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

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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