The CH Family

Meet the CH family of financial experts

Team

JEREMY CLARK

President & CEO

ERIKA STEWART

Chief Operating Officer

BRIAN TRAFFORD

Chief Investment Officer

STEPHANIE MURRAY

Chief Financial Officer

DEVIN GORGCHUCK

Wealth Advisor

MAX LEVEILLEE

Licensed Associate

HAYLEY HUSKINSON

Office Coordinator

Nicole Leonard

Wealth Advisor

Board of Directors

Patricia McCunn-Miller

Board Member

Patricia McCunn-Miller is a lawyer, business executive and corporate director with extensive experience in regulatory and environmental, social and governance (ESG) matters. One of Canada’s sustainability leaders, Ms. McCunn-Miller is a true pioneer of sustainability strategies and practices in the Canadian energy sector at the national and international level with extensive corporate governance, regulatory and think tank experience.

With over thirty years of energy, environmental and regulatory experience, Ms. McCunn-Miller is currently the President of Blue Bridge Energy, an energy advisory company. As Vice President, Regulatory, Government and Public Affairs – Gas Monetization at Talisman Energy Inc., she led extensive engagement work with all levels of government, local stakeholders, and First Nations in support of LNG development. Ms.

McCunn-Miller also previously served as Executive Vice President, Corporate Responsibility and General Counsel of Synenco Energy Inc., where she was responsible for regulatory affairs, environment, health and safety, community and stakeholder engagement, Indigenous affairs and corporate social responsibility.

Ms. McCunn-Miller’s experience includes serving as a Board Member of the National Energy Board. She was also a Member and Vice-Chair of the National Roundtable on the Environment and the Economy and a Board Member and CEO of Climate Change Central. She also served as Vice-President, Environment and Regulatory Affairs with Encana. Prior to that Ms. McCunn-Miller was General Counsel and Corporate Secretary to the Alberta Petroleum Marketing Commission.

PAUL CLARK

Chair of the Board

Paul Clark is currently President, VisionGain Consulting Inc, a company providing service in the fields of vision/strategy building, research & technology management, and advanced technical based facilitation.

Starting as a bench chemist at Dow Chemical in Sarnia, Ontario in 1969, Paul worked his way up through both the Canadian and American divisions of the company (including stints in Midland, Michigan and Freeport, Texas). His unique ability to explain complex scientific topics in plain language, combined with excellent people management skills, provided great value to Dow for over 25 years. It culminated in Paul’s final position with the company – Global Operations Director of Research and Development.

In the mid 1990s, Paul was approached by Nova Chemicals and asked if he’d be willing to join the company to build their Research and Development team in Calgary. After much discussion and thought, Paul decided to take this opportunity to move west with his family. For the next 15 years, Paul excelled at Nova, and was instrumental in making the company one of the most innovative in the chemical industry. As President of Nova Chemicals Research and Technology Inc., Paul was a key figure in the building of the Joffre (AB) chemical plant, which became the template for chemical facilities the world over. In fact, one of Paul’s “retirement” jobs was a

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multi-year tenure working for Reliance Industries in India assisting in the building of their world-leading Jamnagar Refinery, which was a bigger and even more advanced version of the Joffre plant.

His work involved extensive relationships with universities and government to create and manage collaborative research projects which have had significant commercial impact.

Paul has received numerous awards including: NOVA Chemicals Distinguished Applause 1997 & 2003, CanPlast Leadership Award (CPIA), Society for Chemical Industry A.N.Purvis Award (SCI), Natural Science & Engineering Research Council Synergy Award (NSERC).

His Board affiliations are too numerous to mention, and span a wide range from industry to academia to government to the local community. Paul is a great addition to the CH team and we are thrilled to have him as Chair of the Board.

For all of Paul’s business success, his greatest joy in life is spending time with his two granddaughters Keiko and Chloe. He and his wife Bernice have the good fortune of living only one mile away from these special young ladies, and thus get to see them all the time.

JEREMY CLARK

President & CEO

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.

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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.

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ARE WE A GOOD FIT?

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.

JEREMY CLARK BSc, FMA, CIM, FCSI

President & CEO

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.

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ERIKA STEWART CFP, B.COMM

CHIEF OPERATING OFFICER

Erika Stewart began her career in financial services in 2009, while simultaneously graduating Cum Laude from Saint Mary’s University in Halifax with a Bachelor of Commerce degree. Having gained over ten years of progressive experience in the industry, she has obtained extensive knowledge in various aspects of investing, financial management and operations.

In 2011, Erika obtained her Mutual Fund Sales license while working at a local financial institution in Nova Scotia. Shortly thereafter, she and a senior advisor opened a new advisory firm in the community of Bedford, NS. Erika’s propensity for implementing processes and streamlined business routines was critical to the successful creation and subsequent growth of the company.

In 2014 Erika and her husband David embarked on a journey across the country to start a new life in western Canada, where Erika started her career with CH Financial Ltd. (formerly Clark Hetherington Financial). 

Beginning in a support role, it wasn’t long before she was mentoring junior associates and implementing procedures office-wide within the insurance, investment and financial planning divisions of the firm.

Since joining CH Financial Ltd. Erika progressed into business development and has been recently promoted to the role Chief Operating Officer. She is passionate about providing holistic, tax efficient planning advice to our clients

A very active and energetic individual, Erika regularly combines her love of fitness with her love of charity and has gone so far as to cycle 220 kms over two days while participating in the Alberta Ride to Conquer Cancer. When not attending a spin or yoga class she can be found reading, cooking or diligently researching her fantasy football strategy. She proudly resides in Calgary with her husband and her daughters, Cadence and Mikaela.

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BRIAN TRAFFORD CFP, B. COMM

CHIEF INVESTMENT OFFICER

After a successful sales career with Canon and Minolta and building some of the largest mailrooms in Alberta for Neopost, Brian Trafford made a life-changing decision to enter the financial services industry.

In 2006, Brian joined BMO Nesbitt Burns as an Investment Advisor where he spent the next seven years learning his craft and becoming a specialist in the field of wealth management.

In 2013 Brian joined CH Financial Ltd. (formerly Clark Hetherington Financial.). For the past six years, Brian has been committed to providing the best solutions for our clients, specializing in tax, investment, insurance, estate and financial planning.

Brian is highly specialized in wealth creation and has a passion for life long learning. He received his Bachelor of Commerce degree from the University of Alberta in 1988.

He has completed the CSC, CPH, and WME securities courses, as well as obtaining his Life License (LLQP), and Certified Financial Planner (CFP) designation from the Financial Planning Standards Council.

Brian is actively involved with both his church and the Knights of Columbus, taking on the roles of Deputy Grand Knight (2014-16), Grand Knight (2016-18), and now as Chancellor for his parish Council. He also enjoys serving as a lay instructor to both current and prospective Catholics.

Brian spends his free time reading, travelling with his wife Julia and studying history, politics, theology and philosophy as his hobbies. Brian and Julia have two sons, Josh and Jordan.

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STEPHANIE MURRAY

CHIEF FINANCIAL OFFICER

Stephanie Murray began her accounting career in 2009 when she graduated from the University of New Brunswick with a double major in accounting and economics.

She began her career providing accounting and tax services to small business clients in Central Alberta. In 2012, Stephanie became a Chartered Accountant, placing on the national honour roll in the 2011 Uniform Final Examination.

Following this, she transitioned into business advisory by obtaining her designation as a Chartered Business Valuator. As a business valuator, Stephanie performs business valuations, general consulting, and corporate litigation assistance.

Today, Stephanie combines her accounting, tax, and business advisory skills as Chief Financial Officer for CH Financial Ltd. Stephanie also maintains an associate position in accounting public practice; she leverages these two roles to gain new experiences and apply them to helping both the business and her clients succeed.

Although she still calls the Maritimes “home”, Stephanie has fallen in love with Calgary where she lives with her husband. In her free time, she trains and competitively participates in running and cycling races. To date, her favourite experience has been racing in the World Duathlon Championships held in British Columbia in 2017.

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DEVIN GORGCHUCK B.COMM

WEALTH ADVISOR

Devin Gorgchuck graduated from Edwards School of Business at the University of Saskatchewan in 2013 with a Bachelor of Commerce degree in management. Although his focused discipline was marketing, he found his passion was finance and changed course in his last year.

2014 was a year of change for Devin as he made the short move from his hometown of Saskatoon to Calgary. He got to work and obtained his mutual funds licensing through the Canadian Securities Institute. However, his marketing interest was piqued when he was presented with an opportunity to work for French fashion company Zadig et Voltaire, one of Holt Renfrew’s leased partners. As General Manager at Zadig et Voltaire, he enjoyed applying his education in retail marketing to increase the store’s revenues while managing and instilling in his sales team the importance of providing an exceptional client experience.

In 2016 Devin decided to pursue his finance interest and move into the wealth management industry where the mutual funds license he previously obtained was put to use.

 Since joining the CH Financial team (formerly Clark Hetherington Financial), Devin has acquired knowledge in not just investments but in all of CH Financial’s offered services. In July 2020, Devin moved from a licensed associate role to an advisor. Although his role has changed, he continues to strive to provide an exceptional holistic client experience.

When not in the office, Devin’s passion for art and design often leads him to enjoying time painting. Devin is a self-declared soccer fanatic, cheering for his beloved Tottenham Hotspur in the English premier league. His passion for soccer has provided many past enjoyable opportunities coaching under-16 girls in community youth soccer and Aden Bowman high school boys soccer teams.

He has also been a divisional placement evaluator, field marshall and an ambassador for his community’s youth soccer association at Saskatoon Youth Soccer annual general meetings. He has also volunteered as Marketing Director for the U of S Relay for Life, fundraising for the Canadian Cancer Society.

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MAX LEVEILLEE

LICENSED ASSOCIATE

Max graduated from Mount Royal University in 2017 with a Bachelor of Business Administration degree, with focuses in Management and Finance. After graduation he began his career in the Financial Services industry as a Customer Service Representative with the Bank of Montreal.

After receiving several commendations and achieving best-in-district standards in customer service with BMO, Max was recruited for a new position as Universal Banker with Scotiabank. Shortly after starting this role, he was subsequently promoted to Senior Financial Advisor which allowed him to further pursue his passion for creating exceptional client experiences and providing tailored advice.

Max completed the Canadian Securities Course in 2018 and has recently passed the Conduct and Practices Handbook exam, which have helped further cement his investing competencies.

As a proud new member of the CH Financial team, Max is excited to add value through his investment knowledge, infectious positivity, and obsession with providing world-class client care.

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 an intrinsic adoration for seafood, and tends to incorporate it in many of his recipes. Max has 3 dogs – all adopted from Pawsitive Match.

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HAYLEY HUSKINSON

OFFICE COORDINATOR

Hayley began her career working various retail positions building a strong foundation in customer service. After spending several years in this industry, she made a shift to office administration by taking a position at Graham Construction. Working as a Corporate Receptionist, she learned the intricacies of office administration and the construction industry in general.

After two years at reception Hayley progressed within Graham advancing to Pre-Construction Administrator for their Infrastructures Work Winning division. Lending to her creative flare, this role allowed her to undertake various graphic design projects, web design, and client event planning. 

Hayley brings substantial demonstrative and transferable skills from her past experiences to her role at CH. Coupled with a can-do attitude and a keen interest in financial services, she has made a wonderful addition to the team, competently advancing to the role of Office Coordinator.

Hayley was born and raised in Calgary, where she has happily laid her own roots and proudly calls home. When not in the office, Hayley enjoys spending time playing soccer, practicing yoga, travelling, cooking, and tending to her collection of house plants.

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NICOLE LEONARD

Wealth Advisor

Nicole Leonard started her career in finance in 2010 with the credit union. In 2012, she moved into independent wealth services where she completed her securities license (CSC) through the Canadian Securities Institute. In 2013, she also completed her Life Licensing Qualification Program (LLQP) with the Alberta Insurance Council increasing her offering to both life insurance and accident and sickness products. In 2017, Nicole completed her Wealth Management Essentials (WME) course in order to further develop her education and start providing investment advice to clients. She is currently on track to completing her Certified Financial Planning (CFP) designation in order to offer full financial plans to our clients.

Nicole’s philosophy as it relates to client service starts with honesty and authenticity. There must be a level of comfort when it comes to investing and insurance or the client-advisor relationship isn’t complete. Nothing should ever be so complicated that our client leaves confused. Part of Nicole’s role (and the role of CH) is assisting clients as they move through the transitions of life whether it be making big purchases, college funding or retirement. Her goal as a transition specialist with CH Financial is to allow our clients the ability to minimize the feeling of stress that can develop when it comes to retirement and to allow those transitions to happen more seamlessly.

In her downtime, Nicole enjoys staying active with golf, yoga and cycling with her partner and husband Jesse. She loves tech and innovative developments. A self-proclaimed ‘foodie’ you will either find her at one of Calgary’s local restaurants or behind her pizza oven cooking up classics. She enjoys local art and regularly attends ‘First Thursday’ events at the Esker and the Glenbow. She also tries to get to the Museum of Modern Art (MoMA) in New York every year for her birthday. She is passionate about the protection of animals as well as human rights and is a proud pet mom to her Pomeranian Coco and her Cavalier Penny.

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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

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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.

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