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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At CH Financial, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Jeremy Clark

Jeremy Clark

Wealth Planner

Erika Stewart

Erika Stewart

Wealth Planner

Nicole Leonard

Nicole Leonard

Wealth Planner

Devin Gorgchuck

Devin Gorgchuck

Wealth Planner

Stephanie Murray

Stephanie Murray

Wealth Planner

Bryce Jamieson

Bryce Jamieson

Wealth Planner

Shannon Stimson

Shannon Stimson

Associate

Andrew Hastings

Andrew Hastings

Associate

Natalia Tomljanovic

Natalia Tomljanovic

Associate

Sara McLennan-Duffy

Sara McLennan-Duffy

Branch Administrator

Hayley Huskinson

Hayley Huskinson

Office Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • At CH Financial, integrity drives everything we do. We are committed to acting with fairness and accountability in every interaction. Each recommendation we make is made with our clients’ best interests in mind. By upholding the highest ethical standards, we build lasting relationships rooted in trust and mutual respect, making clients feel confident and secure in their financial journeys.

  • Being transparent is the key to delivering a successful client experience. We believe in open communication, making sure clients fully understand the strategies we recommend. By simplifying complex financial concepts and providing honest advice, we empower clients to make informed decisions with confidence. This fosters trust and clarity at every stage of the financial planning process.

  • Our clients come first — always. At CH Financial, we prioritize each client’s unique goals, providing personalized service and tailored strategies. By focusing on proactive solutions with attentive care, we make our clients feel valued, supported, and confident in making their financial decisions. Our client-first philosophy drives us to deliver meaningful outcomes and long-term success.

Supporting our community

CH Financial proudly supports the Honen’s International Piano Competition, a globally recognized celebration of musical excellence. This partnership helps emerging pianists from around the world share their artistry with audiences, enriching Calgary’s cultural landscape. Through our support, we reaffirm our belief that music has the power to inspire, connect, and elevate communities.

CH Financial is honoured to sponsor the Hamilton Philharmonic Orchestra, a vital part of Canada’s rich musical heritage. Our support helps bring world-class performances and educational programs to the community, ensuring that residents of all ages can experience the joy of live music. This partnership reflects our ongoing commitment to fostering creativity, culture, and connection through the arts.

As a Ronald McDonald House Charities Alberta sponsor, CH Financial is committed to supporting families with chronically ill or seriously injured children. Ronald McDonald House Charities provide a “home away from home” for families travelling for medical treatment, helping reduce stress during an incredibly difficult time. CH Financial’s involvement helps to make sure families have access to meals, comfort, and community, while focusing on what matters most — healing and hope.

We regularly volunteer with the Canadian Animal Task Force, an organization dedicated to improving animal welfare across Alberta. They provide veterinary care, spay and neuter services, and animal rescue operations, often in remote or underserved areas. By lending our time and support, we help animals receive the compassion and care they deserve, while also contributing to healthier communities.

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.