CH Finencial Ltd

We’re passionate about teaching the next generation the fundamental behaviors for responsible financial wellbeing through the CH Academy.

Estate planning can be seen as an investment within itself towards how you want to arrange your finances, in a tax-efficient way, and have your wishes met after.

CH Financial Ltd. is excited to support our students and economy by offering a paid internship program to one qualified candidate each summer (July – August).

Over the years, CH and the Clark Family have made significant and ongoing contributions to a number of worthy organizations, including the Calgary Philharmonic Orchestra.

As a full-service comprehensive financial and estate planning firm the CH Financial team is well-positioned to provide estate and succession planning advice.

Having an integrated tax planning and preparation practice within the firm gives us a greater understanding and ability to construct a robust financial advisory plan.

When I look at CH Financial, what it is to our clients, to my colleagues, and me personally, I think about several things. Each of these things is integral to our success.

A recent article with the admittedly long title of Managing Client Variability as a Pathway to Scalable Efficiency recently caught our attention.

Wealth management involves the balancing of rates of return and total levels of investment risk. All good financial wealth management firms will seek to do this.

In fact, the only thing more frightening than the prospect of a loved one dying unexpectedly is someone trying to sell you insurance on the pretext that it may happen.

Working closely, we help you identify your goals and gaps in your financial plan in order to mitigate risk and protect against the unexpected.

At CH Financial, we provide all the services necessary to ensure your financial well-being – from financial wealth and tax planning, to risk management.

At CH Financial, we provide all the services necessary to ensure your financial well-being from financial wealth and tax planning, risk management, estate and business succession planning, to structuring charitable trusts. Led by a senior advisor, our panel of experts collaborate to provide each client with personalized, comprehensive solutions with the ultimate goal of achieving and maintaining holistic financial health.

Having an integrated tax planning and preparation practice within the firm gives us a greater understanding and ability to construct a robust financial advisory plan. We go through our client’s corporate ownership structure and their cash needs to create a financial plan to provide income to themselves in the most tax-efficient manner. We prepare and review the structure with our clients on a periodic basis to ensure.

Wealth management involves the balancing of rates of return and total levels of investment risk. All good financial wealth management firms will seek to do this. But at CH Financial our advisors hold to a number of additional core values we consider to be essential to proper investment portfolio construction, including the need for proper diversification, flexibility, simplicity and, transparency.

At CH Financial, we provide all the services necessary to ensure your financial well-being from financial wealth and tax planning, risk management, estate and business succession planning, to structuring charitable trusts. Led by a senior advisor, our panel of experts collaborate to provide each client with personalized, comprehensive solutions with the ultimate goal of achieving and maintaining holistic financial health.

Having an integrated tax planning and preparation practice within the firm gives us a greater understanding and ability to construct a robust financial advisory plan. We go through our client’s corporate ownership structure and their cash needs to create a financial plan to provide income to themselves in the most tax-efficient manner. We prepare and review the structure with our clients on a periodic basis to ensure.