With nearly 25 years in financial services, Jeremy Clark leads CH Financial Ltd. with a focus on personalized wealth planning for business leaders. A McGill neuroscience grad and Fellow of the Canadian Securities Institute, he blends financial expertise with a passion for community impact. Jeremy is active in philanthropy and education, and outside of work, enjoys tennis, travel, and time with his daughters.
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.
Book a meetingMeet the team
Jeremy Clark,
Wealth Planner
Erika Stewart,
Wealth Planner
Nicole Leonard,
Wealth Planner
Devin Gorgchuck,
Wealth Planner
Stephanie Murray,
Wealth Planner
Bryce Jamieson,
Wealth Planner
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Shannon Stimson,
Associate
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Andrew Hastings,
Associate
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Natalia Tomljanovic,
Associate
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Sara McLennan-Duffy,
Branch Administrator
Hayley Huskinson,
Office Manager
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Narges Khalili
Associate Portfolio Manager
Will Gilroy, CFA®, MA
Senior Portfolio Manager
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Jeremy Clark,
Wealth Planner
ABOUT
Erika Stewart,
Wealth Planner
ABOUT
With nearly 15 years in finance, Erika Stewart brings a fresh, approachable perspective to wealth planning. A Saint Mary’s University Commerce graduate and Certified Financial Planner, she’s known for building efficient processes, driving growth, and shaping company culture. Erika is part of the Strategic Coach program and oversees multiple offices while raising two daughters. Outside of work, she enjoys fitness, fantasy football, volunteering, and mixing cocktails. A mentor and leader, she’s committed to making finance both effective and accessible.
Nicole Leonard,
Wealth Planner
ABOUT
Nicole Leonard began her financial career in 2009 and discovered a passion for client service after moving to independent wealth services in 2012. She joined CH Financial in 2021 after eight years with Raymond James and brings a strong background in planning and operations. Nicole holds the CSC, LLQP, WME, and Advanced Financial Advice Certificate and is a committed advocate for women in finance. Outside of work, she enjoys golfing, cycling, traveling, and exploring Calgary’s arts scene with her partner, Jesse.
Devin Gorgchuck,
Wealth Planner
ABOUT
Devin Gorgchuck graduated from the University of Saskatchewan in 2013 with a Bachelor of Commerce, shifting his focus from marketing to finance in his final year. After earning his mutual funds license, he briefly explored retail marketing before returning to wealth management in 2016. Since then, he’s grown into his role as Senior Relationship Manager, known for his commitment to exceptional client service. Outside of work, Devin enjoys painting and coaching soccer, and has been active in community programs and cancer research fundraising.
Stephanie Murray,
Wealth Planner
ABOUT
Stephanie Murray began her accounting career in 2009 after graduating from the University of New Brunswick with a double major in accounting and economics. She became a Chartered Accountant in 2012 and later earned her Chartered Business Valuator designation. As Senior Relationship Manager for The CH Team, she combines her expertise in accounting, tax, and business advisory. Based in Calgary, Stephanie enjoys running and cycling, and competed in the 2017 World Duathlon Championships.
Bryce Jamieson,
Wealth Planner
ABOUT
Bryce Jamieson is a Calgary native with a background in engineering, emergency medical services, and finance. After a decade as a paramedic, he shifted to wealth planning, combining strong interpersonal skills with a passion for helping others. He is currently completing the Wealth Management Essentials course and enjoys cycling, volunteering, and spending time with his wife and daughter.
Shannon Stimson,
Associate
ABOUT
Shannon Stimson began her career in accounting as a Financial Coordinator in the custom home building industry, managing payroll, receivables, payables, and financial reporting. What motivated her to fully transition into financial services was her completion of the Canadian Securities Course (CSC®). Now, as an Associate at CH Financial, she analyzes investment portfolios and tailors financial plans. Shannon is currently working towards obtaining the Certified Financial Planner (CFP®) designation.When she’s not working, she enjoys sailboat and rowboat racing, hiking, and skiing in the Canadian Rockies.
Andrew Hastings,
Associate
ABOUT
Andrew Hastings has a strong background in financial analysis and tax management. He graduated from the University of Victoria with a Bachelor's Degree in Commerce, where he learned the ins and outs of financial modelling, investment analysis, and financial and managerial accounting. Starting his career in hands-on roles, he was able to quickly hone his attention to detail and analytical mindset, developing a comprehensive understanding of financial markets, regulatory requirements, and tax implications for businesses and individuals.Andrew is dedicated to continuous learning and professional development, as well as staying on the pulse of industry trends and regulatory changes. He holds himself to the highest ethical standards, prioritizing integrity and transparency in all his endeavours. Andrew is also working towards completing the Canadian Securities Course and Conduct and Practices Handbook Course.Outside of work, Andrew is a golf enthusiast and enjoys following the fast-paced world of Formula 1 racing. Whether he’s on the green or keeping up with the latest Grand Prix updates, he brings the same level of passion and precision to both his personal and professional life.
Natalia Tomljanovic,
Associate
ABOUT
Natalia started her financial journey by obtaining a Bachelor of Business Administration in finance from Mount Royal University. The skills she honed and learned now benefit her clients and team. She’s currently working toward completing the Canadian Securities Course.While Natalia takes pride in supporting her team, she is also passionate about redefining the client experience with her plethora of knowledge and optimistic outlook. She has been instrumental in transitions, expansion, and collaboration within CH Financial. Beyond work, Natalia makes an impact in the Croatian community in Calgary as a member of the Croatian Canadian Cultural Centre. In her free time, you can also find her reading, playing soccer, travelling to new destinations, or spending time with her friends and family.
Sara McLennan-Duffy,
Branch Administrator
ABOUT
Sara McLennan-Duffy has a Bachelor's degree in sociology, and she picked up on certain financial nuances while working in retail management for four years. She managed a team, enhanced customer service, and developed cultural dynamics. From there, she became a recruiter, overseeing 12 retail boutiques across central Canada. But in 2023, Sara was eager to grow, and she joined CH Financial as a Branch Administrator. Sara takes pride in blending kindness with an unyielding drive, creating a high-achieving dynamic within her team. She elevates the work environment, client experiences, and the practice’s collective success.Born and raised in Calgary, Sara shares her home with her husband, Eric, and two pets. She enjoys teeing off on a golf course, hiking through nature, and travelling. But what she especially values is spending quality time with friends and family.
Hayley Huskinson,
Office Manager
ABOUT
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 The CH Team. 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.
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Narges Khalili
Associate Portfolio Manager
ABOUT
Narges Khalili is an Associate Portfolio Manager at Optimize who aligns each client’s investment strategy with their broader financial goals. She takes a personalized approach, helping clients feel informed, confident, and supported throughout their entire financial journeys.
Motivated by a desire to make a meaningful difference, Narges believes financial clarity is key to gaining peace of mind. She is passionate about simplifying complex topics and building strong relationships that empower confident decision-making.
Outside of work, Narges practices martial arts and kickboxing. She also enjoys exploring new restaurants in Toronto and learning through reading and listening to podcasts.
Will Gilroy, CFA®, MA
Senior Portfolio Manager
ABOUT
William Gilroy is a Portfolio Manager at Optimize, where he builds investment strategies tailored to each client’s goals, risk tolerance, and overall financial picture. He works tirelessly to align portfolios with market shifts and evolving client needs, providing steady guidance along the way.
Passionate about capital markets and making a meaningful impact, William supports clients and advisors with his in-depth investment knowledge. He makes sure every client receives a strategy that is intentional, adaptable, and built for long-term success.
Outside of work, William enjoys spending time with his wife and two sons, quiet weekends at home, and golf. He values prioritizing time to recharge and stay balanced.
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
ABOUT
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
Team Values
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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.
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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.
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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.