Jeremy Clark has 25 years of financial services experience. He earned his Bachelor of Science from McGill University, then honed his financial skills at the Canadian Securities Institute in Calgary. From there, he became an intern at Waddell & Associates, where he specialized in personal and corporate taxes, financial planning, and estate planning. By 2006, he became a Fellow of the Canadian Securities Institute, solidifying his wealth planning expertise.
In 2007, Jeremy and his business partner acquired Waddell & Associates and rebranded it as Clark Hetherington Financial Ltd. The firm thrived after this transition, as they managed significant assets and served prominent Canadian business leaders. In 2019, he took majority ownership and updated the firm’s name to what it is now: CH Financial.
Beyond making an impact in financial services, Jeremy participates on the board of McGill University Faculty of Science, spearheading initiatives like the Clark Science Executive Leadership Fund (SELF). The SELF program empowers laboratories to run like business entities. Now, he and the team focus on supporting causes such as food security, nutrition, and education.
When he’s not working, you'll find Jeremy playing tennis, going for city runs, or teeing off on the golf course. He is also an avid traveller. Jeremy has a passion for exploring new cultures and gaining insights from different parts of the world, enriching his entrepreneurial spirit and global perspective.