CH Financial Ltd - Calgary
Financial Advisors & Wealth Management in Calgary | CH Financial Ltd - Chfinancial.ca
Are you looking for financial advisors? 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.
About CH Financial Ltd
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.
Contact CH Financial Ltd
| Address : | 700 4 Ave SW #450, Calgary, AB T2P 3J4, Canada |
| Phone : | 📞 +77 |
| Postal code : | 2 |
| Website : | http://www.chfinancial.ca/ |
| Categories : | |
| City : | P |
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Paul Clark on Google
★ ★ ★ ★ ★ our family had experience with ch financial for a long time and we still think that this is a warm and welcoming place to everyone . ch financial is a great place to go to because the staff is freindly, efficient and professional ,and provides services of high value
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JV on Google
★ ★ ★ ★ ★ The team at CH Financial exemplifies professionalism. The comprehensive holistic approach to client's finances assures that a client is in good hands. The satff is knowledgeable, experienced and friendly.
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Luc on Google
★ ★ ★ ★ ★ I’ve been working with CF Financial for almost 2 years and have found them to be professional, insightful and well organized. The members of their team are very friendly and knowledgeable and do a great job of keeping their clients well informed though webcasts, emails and in person.
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Nick Payn on Google
★ ★ ★ ★ ★ I have been a business partner with Jeremy, Brian and the team at CH Financial for over 7 years and have a tremendous working relationship.
Everyone at CH Financial has always been a pleasure to work with and I would recommend them to anyone looking for help & guidance on their families financial journey.
Nick Payn
Regional Director
Bridgehouse Asset Managers
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Lori K on Google
★ ★ ★ ★ ★ Erika and the CH Financial team are absolutely fantastic to deal with. They respond to all questions and queries promptly and their responses are both thoughtful and knowledgeable. It is a pleasure working with the whole team!
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President ECA on Google
★ ★ ★ ★ ★ Our family had dealt with CH Financial and previous companies for over 25 years. The relationship has provided us with financial security in all aspects. The broad integrated range of financial services done with empathy to our lives has differentiated CH Financial from other providers.
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Robert Cunningham on Google
★ ★ ★ ★ ★ I find it interesting that we can receive two of these but cannot receive the documents we requested over a week ago to withdraw funds from our accounts. How about some service and less info that is available all over the net.
Since my earlier response CH Financial has responded not only with the documents that were slow in coming but by improving the quality and speed of their dealings with me. They have returned to being the professional organization I had come to expect from my previous dealings.
Well done, and thanks for making the added effort.
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Thomas Eason on Google
★ ★ ★ ★ ★ I have been a client of CH and its predecessor company for more than 30 years. Although i am a small investor the quality of staff and good financial advice provided has not wavered over all those years. They have always understood my long range needs and expectations. Not only has their advice proven to be financially sound, they are also always available to promptly answer any questions I might have. I would say they treat me exactly the same as they would any large investor. Based on my experience I can only recommend CH highly.
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