Jeremy Clark is now in his 20th year in the financial advisory business. He was born in Sarnia, Ontario and spent his childhood in Sarnia and Midland, Michigan (hence his slight midwestern twang). Jeremy obtained his B.Sc. (Neuroscience) from McGill University in Montreal in 1998 and spent the remainder of 1998 and 1999 taking courses at the Canadian Securities Institute in Calgary. In late 1999, he joined the Calgary financial planning firm Waddell & Associates as an intern.
Over the next several years, Jeremy worked in all areas of the Waddell enterprise, including personal and corporate tax, financial planning, estate planning, investment management, and the creation and marketing of private placement investment syndicates. In 2006, he became a Fellow of the Canadian Securities Institute. In 2007, Jeremy and his former partner purchased Waddell & Associates from the previous owner and renamed it Clark Hetherington Financial Ltd.
Since then, the firm has grown to the point where it manages over $200 million in assets and has a large tax and financial advisory practice which serves many Canadian business leaders. In early 2019, Jeremy assumed majority ownership of the now-renamed CH Financial Ltd.
Jeremy is passionate about giving back to the community. In 2014, he was named as Co-Chair of the Advisory Board of the McGill University Faculty of Science. In 2014, he was named to the FundEX Investments National Advisor Council. In 2017, he was elected Chair of the Council. In addition, he is President of the Calgary Philharmonic Orchestra Foundation and the Clark family is one of the founding families of the Calgary Police Foundation.
In 2015, Jeremy created the Clark Science Executive Leadership Fund (SELF) at McGill University. This innovative program is a collaboration between the Faculties of Science and Management and allows scientists to receive practical business training in a structured format. To date, more than 30 prominent professors and graduate students have completed this program and the reviews have been excellent.
He is an avid athlete and enjoys tennis, cycling, and running. He races several times a year, including the 5 Peaks Mountain Trail Running Series. He is married to Elaine, who also works in the business, and is the proud Dad to daughters Keiko and Chloe.
Mutual Funds Provided through FundEx Investments Inc.