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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 optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

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Meet 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
Shannon Stimson
Associate
Andrew Hastings
Associate
Natalia Tomljanovic
Associate
Sara McLennan-Duffy
Branch Administrator
Hayley Huskinson
Office Manager
Sameer Amin, MBA, CIM®
Portfolio Manager
Narges Khalili
Associate Portfolio Manager
William Gilroy, CFA®, MA
Portfolio Manager
Nick Cup, MBA, CFP, CIM®
Portfolio Manager

Team values

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Integrity as Our Foundation

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.

Transparency in Every Step

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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Client-First Approach

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

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CH Financial is proud to sponsor the Calgary Philharmonic Orchestra, one of Canada’s leading orchestral ensembles. Through this partnership, we help Calgary residents, of all ages, enjoy world-class musical performances, educational programs, and community outreach initiatives. This sponsorship reflects our belief that the arts can inspire, unite, and uplift communities.

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CH Financial proudly sponsors the Youth Singers of Calgary, empowering the next generation of performers and leaders. The organization offers children, teens, and young adults a space to develop confidence, creativity, and collaboration through music and performance. By investing in youth arts education, CH Financial contributes to a stronger, more expressive community. This partnership also helps youth from all backgrounds gain access to high-quality music training and the chance to be part of something bigger than themselves.

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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.

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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.

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., it's subsidiaries and affiliates.