Our Team

Jeremy Clark has been rocking the financial world for nearly 25 years. Hailing from Sarnia, Ontario, and spending some of his wild and wonderful formative years in Michigan, where he got a touch of that Midwestern charm. He earned his B.Sc. in Neuroscience from McGill University and then honed his financial skills at the Canadian Securities Institute in Calgary. Getting his start back in 1999, Jeremy kicked off his financial journey as an intern at the Calgary-based Waddell & Associates. He basically did it all - personal and corporate tax, financial planning, estate planning, you name it. By 2006, he became a Fellow of the Canadian Securities Institute, solidifying his status as a top-notch wealth planner.

 

Then, in 2007, Jeremy and his business partner seized an entrepreneurial opportunity and acquired Waddell & Associates, rebranding it as Clark Hetherington Financial Ltd. Since then, the firm has thrived under his leadership, managing significant assets and serving prominent Canadian business leaders. In 2019, he took majority ownership, solidifying the commitment to exceptional financial services through the now-renamed CH Financial Ltd.

 

But there's more to Jeremy than finance. Although his professional accomplishments are impressive, his dedication to community involvement is just as remarkable. From chairing the boards of the McGill University Faculty of Science and the Calgary Philharmonic Orchestra Foundation to spearheading innovative initiatives like the Clark Science Executive Leadership Fund (SELF) at McGill. The SELF program has garnered significant praise from professors and graduate students alike and empowered laboratories to run like business entities. Jeremy is on a mission to bring different disciplines together, allowing each to benefit from one another.

 

It's not all business for Jeremy! When he's not in his office or a boardroom, you'll likely find him on the tennis court, running through the city, or teeing off on the golf course, often with his daughters Keiko and Chloe by his side. He is also a fervent traveler with a love for exploring new cultures and gaining insights from different parts of the world, which has further enriched his entrepreneurial spirit and global perspective. Jeremy and his family also share a love for giving back, often leading to spirited conversations about community causes over dinner. Much like his parents, Paul and Bernice, it gives Jeremy great joy that his daughters are following in his philanthropic footsteps.

 

This passion for improving society has extended to CH Financial Ltd., which has broadened the company's reach into the community, focusing on causes such as food security, nutrition, and education. Jeremy firmly believes that success in isolation is a selfish activity, whereas someone who is truly successful encourages many people to thrive around them.

 

So whether it's financial insights, community impact, some friendly yet fierce competition on the tennis court, or more recently dabbling in stand-up comedy, Jeremy Clark is the go-to guy.

Introducing Erika Stewart: not your average financial whiz. Erika's journey from Halifax to Western Canada is undoubtedly remarkable, but what's even more impressive is her dedication to making finance fun(ctional) and approachable.

 

With coming on 15 years of finance experience and a Commerce degree from Saint Mary's University, Erika has solidified herself as a leader in the financial industry: from starting her career as an instrumental contributor in building an advisory firm in Bedford, NS, to later joining CH Financial Ltd. She's all about efficient processes and strategic growth without sacrificing a bit of personality along the way.

 

But there's more to Erika than just crunching numbers. She leads on culture, manages multiple office locations, and is an active participant in the Strategic Coach program. Honestly, is there anything she can't do? In addition, she's a Certified Financial Planner and a passionate advocate for fitness and charity, regularly volunteering in the community and simultaneously maintaining an active lifestyle while raising two daughters.

 

When she's not busy ruling the financial world, Erika can be found researching her fantasy football strategy or whipping up a mean cocktail in her kitchen. Erika may be a financial powerhouse, but her knack for balance and her down-to-earth approach makes her someone you'd want in your corner when it comes to managing your hard-earned cash. She's not your typical finance pro, and that's exactly why you'll want her on your team.

 

From her team's perspective, Erika is an exceptional professional whose leadership and wonder have left an indelible mark on both our team and the industry at large. With a visionary mindset and a strategic approach, Erika has fostered a collaborative and inclusive work culture, inspiring those around her to think bigger. She is a mentor and advocate for women in her field. Her commitment to nurturing talent and fostering a culture of continuous learning has had a lasting impact on the careers of those fortunate enough to work alongside her.

In 2013, Brian brought his wealth of experience to CH Financial Ltd., assuming the role of Wealth Planner. Here, he's been unwavering in his commitment to providing clients with top-notch solutions, delving deep into tax, insurance, estate, and financial planning. Brian isn't just a planner; he's a strategist, actively involved in the long-term business development and growth of CH Financial Ltd.

 

His passion for lifelong learning complements Brian's specialization in wealth planning. Armed with a Bachelor of Commerce degree from the University of Alberta in 1988, Brian continues to push the boundaries of his knowledge. He's not just a wealth planner; he's a Certified Financial Planner (CFP) with a designation from FP Canada, and he's a licensed insurance agent, ensuring a holistic approach to financial solutions.

 

Beyond the realm of finance, Brian is a dedicated servant to both his church and the Knights of Columbus. His involvement spans various roles, from Grand Knight to Chancellor for his parish Council. He also dons the hat of a lay instructor, sharing his wisdom with both current and prospective Catholics. Brian is not just a wealth planner; he's a community pillar, contributing his time and skills for the greater good.

 

Outside of his professional and community commitments, Brian finds solace in his hobbies. Reading, traveling with his wife Julia, and delving into the realms of history, politics, theology, and philosophy are his chosen pastimes. Brian and Julia, partners in both life and adventure, have two sons, Josh and Jordan, completing the Trafford family. 

 

Brian is a professional whose wealth of knowledge is surpassed only by his wisdom and guidance to those around them. Brian is often sought out for insights and is recognized for his ability to distill complicated concepts into digestible bites. Further, his use of analogies and stories to deconstruct and relay a complex idea is unmatched. Brian is not just a colleague; he is a mentor who imparts invaluable wisdom, fostering a culture of continuous learning and growth.

Stephanie Murray is a powerhouse of numbers, strategy, and a drive for athletic perfection that's as dynamic as her career. Her accounting journey kicked off in 2009 when she proudly graduated from the University of New Brunswick with a double major in accounting and economics. It was the beginning of her love for numbers and the intricate dance of economic principles.

 

In the early stages of her career, Stephanie provided essential accounting and tax services to small business clients in the heart of Central Alberta. In 2012, Stephanie ascended to Chartered Accountant status, earning a place on the national honor roll during the 2011 Uniform Final Examination. Not content with just accounting, Stephanie ventured into the realm of business advisory. She added another designation to her resume by obtaining the designation of a Chartered Business Valuator. Now armed with the skills to assess the worth of businesses, Stephanie became a guiding force in business valuations, general consulting, and corporate litigation assistance.

 

Fast forward to today, and Stephanie has evolved into the role of Wealth Planner for CH Financial Ltd. She's not just crunching numbers; she's building relationships and fostering financial success. Stephanie also maintains an associate position in accounting public practice, seamlessly juggling both roles to gain diverse experiences and apply them to propel both the business and her clients to success.

 

Despite calling the Maritimes "home," Stephanie has found love in Calgary, where she resides with her partner, Jason. Beyond the world of finance, Stephanie is a force to be reckoned with on the tracks and trails. In her free time, she's not just running; she's training and competing in running and cycling races. Her crowning achievement? Racing in the World Duathlon Championships held in the picturesque landscapes of British Columbia in 2017 – an experience that undoubtedly added another layer of dynamism to her already impressive life story.

 

Stephanie is a dynamic and knowledgeable force within our team who seamlessly combines her tax and business expertise with a love for her community. With a wealth of experience in the financial services industry, Stephanie is not only a professional but also a passionate advocate for collaborative learning and growth.

Devin embarked on his journey at the Edwards School of Business at the University of Saskatchewan, earning his Bachelor of Commerce degree in management in 2013. While his academic focus was initially on marketing, a pivotal realization in his final year led him to redirect his course toward his true passion – finance.

 

Armed with a newfound dedication to finance, Devin obtained the necessary credentials to advise on wealth planning and implementing insurance solutions. His journey with CH Financial Ltd. commenced in 2016, initially in the role of a licensed assistant before seamlessly transitioning into a planning position. As his role continues to evolve, Devin remains steadfast in his commitment to delivering a holistic client experience.

 

At the heart of Devin's approach is a dedication to simplifying the complexities inherent in a client's financial landscape. Recognizing the potential overwhelm when looking at the entirety of one's financial picture, Devin ensures that information is disseminated in an accessible manner. His goal is to empower clients with the confidence to make informed financial decisions, fostering a sense of clarity and control.

 

Beyond the financial realm, Devin is a self-declared soccer fanatic. A loyal supporter of Tottenham Hotspur in the English Premier League, he rarely misses an opportunity to attend a Cavalry FC soccer game closer to home. Devin's passion for soccer extends beyond the spectator stands, as he actively engages in volunteer opportunities. Coaching under-16 girls in community youth soccer and Aden Bowman High School boys soccer teams in Saskatoon, Devin shares his love for the sport with the next generation.

 

Devin is a dedicated professional with an unwavering commitment to excellence. He wields a sense of humor that keeps the workplace vibrant and lively. In the realm of financial services, Devin is not just a dedicated team member but a spirited contributor who brings both laughter and hard work to our office and our clients.

In 2009, Nicole embarked on her financial career, diving into the money world with unexpected gusto. Starting with an Alberta-based credit union, she shifted to independent wealth services in 2012, discovering her love for client service.

 

Fast forward to 2021, after an eight-year stint with Raymond James, Nicole decided to join CH Financial Ltd. as a Wealth Planner. With a background rooted in financial planning and a passion for operational excellence, Nicole brings a unique blend of skills to her role. Growing up as a woman in finance, Nicole is a passionate advocate committed to empowering young women on their journey through the world of finance. With a heart dedicated to breaking barriers and fostering inclusivity, Nicole is not just a financial professional; she is a guiding force for the next generation of female leaders.

 

Education is her passion, both professionally and personally. She brought with her a treasure chest of knowledge, including completion of the Securities License (CSC), Life Licensing Qualification Program (LLQP), Wealth Management Essentials (WME), and the Advanced Financial Advice Certificate. Personally, her love for self-care includes personal development through authors who inspire and empower her.

 

When Nicole isn't staring blankly at a computer screen, she is breaking a sweat on the golf course and cycling. Calgary is not just her home; it's one of her favorite cities. When the weather isn't freezing, you can catch her at local Calgary restaurants or immersing herself in the arts, whether it be the orchestra, the ballet, or art galleries with her partner, Jesse. Nicole's passion for travel has whisked her away to the wonders of Spain, Italy, and soon Japan. Through her work with CH Financial Ltd., she has become more actively involved with the Calgary Philharmonic- participating in Music to My Ears events sponsored by the CH Financial Ltd. 

 

Nicole is a driving force within our organization, whose unwavering dedication and drive embodies our dynamic culture. Nicole is not just a dedicated team member; she is a catalyst for progress and culture within our organization.

Bryce Jamieson is a Calgary native whose journey weaves through the landscapes of geomatics engineering, emergency medical services, and the exciting world of finance. Bryce's story began in the heart of Calgary, where he was not just a resident but a true-blue Calgarian. He embarked on his professional journey by graduating from SAIT in 2002 with a Geomatics Engineering Diploma.

 

After immersing himself in the land surveying industry for several years, Bryce decided to take a bold leap. He shifted gears and embraced a new calling in Emergency Medical Services. This wasn't just a career change; it was a transformation into a first responder dedicated to saving lives in rural Alberta. Bryce's journey in the medical world saw him rise to the rank of Advanced Care Paramedic. His background in emergency services has made more of an impact on our office than expected. Not only is he a wealth of information, but the team dynamic that exists within the EMS world has translated to an immeasurable benefit to our team. 

 

Fast forward to 2020, and a spark of curiosity ignited Bryce's interest in financial services. Fueling this passion, he found himself back at SAIT, pursuing a Business Administration Diploma with a major in finance. The financial world welcomed him with open arms as he completed the Canadian Securities Course and the Conduct and Practices course through the Canadian Securities Institute. Bryce is wrapping up the Wealth Management Essentials course and plans to pursue a Personal Financial Planning designation in the near future.

 

Away from the numbers and charts, Bryce is a family man at heart. His free time is a mix of cheering on his daughter, Georgia, at swim meets and creating cherished memories with his wife, Megan. When he's not on the sidelines, Bryce is an avid cyclist, pedaling through the streets of Calgary and the surrounding area. Not just satisfied with personal victories, he serves as an executive of Breakaway Racing, a competitive amateur cycling team based in Calgary. This team doesn't just promote local racing; it's also on a mission to make a difference. Bryce and his cycling comrades support the Kids Cancer Care Foundation, fundraising to provide programs for families fighting childhood cancer.

 

Bryce is a valued member of the team who brings a unique blend of professionalism and humor to the workplace. With a background marked by exceptional interpersonal skills via his experience as a paramedic, Bryce is not just a colleague but a true team player who fosters a positive and collaborative atmosphere. He is a man so humble that he refused to read this bio because he doesn't like to brag—another reason why we are so fond of him.

Natalia's financial journey kicked off in November 2022 when she joined the dynamic team at  CH Financial Ltd. Fresh from the academia of Mount Royal University, she emerged with a BBA in Finance – a degree that has brought many benefits to our team. Currently, on a mission to conquer the financial universe, Natalia is working to complete the Canadian Securities Course in 2023.

But Natalia is not just about supporting her team- she is on a mission to redefine the client experience, armed with her knowledge and an optimistic outlook. She has been instrumental in transitions, expansion, and collaboration within our team. 

Calgary isn't just Natalia's workplace; it's her hometown. Raised in the community she now serves, she is also a community champion. She's not just a member of the Calgary Croatian community; she's an active participant, weaving threads of connection and support.

Natalia is a woman of diverse interests. In her free time, you might catch her lost in the pages of a good book, chasing a soccer ball with the finesse of a pro athlete, or traveling to new destinations. But amidst all the adventures, Natalia treasures moments with friends and family like rare gems.

Natalia is a spirited and astute professional who brings magnetic energy to our team. With a vibrant personality, Natalia infuses every project and interaction with clients with enthusiasm and professionalism. Her quick wit and insightful perspectives not only make her a standout colleague but also contribute to a workplace culture that thrives on curiosity and astute thinking.

Hayley's journey commenced in the dynamic world of retail, where she finely tuned her skills in management and customer service. However, the call for something more beckoned, prompting her to leap into the intricate realms of the business world. It was at Graham Construction where she discovered her true calling, carving out a niche in office administration.

 

From the critical role of a corporate receptionist, Hayley ascended to the heights of a Pre-Construction Administrator, infusing every project with her creative flair and unwavering support. Marketing initiatives, event planning escapades, and even diving into the realms of graphic and web design became her strengths and were key attributes that CH Financial Ltd. recognized when hiring her.

 

Now, donning the hat of the Executive Assistant at CH Financial Ltd., Hayley is the unseen powerhouse, a glue that ties us all together. With her can-do attitude and infectious passion for marketing, she supports the wealth planners, ensuring that every element of the company runs seamlessly. Hayley isn't just an assistant; she's the driving force that keeps the engine of CH Financial Ltd. humming.

 

Beyond her role at CH Financial Ltd., Hayley finds solace in her indoor jungle, a testament to her love for greenery. Calgary's vibrant local coffee shops are her exploration grounds, and the yoga mat is where she finds balance in the midst of a bustling day. A true Calgarian at heart, her love for the city runs deep, reflected in her downtime activities – painting, exploring new destinations, and whipping up delightful treats in the kitchen.

 

In essence, Hayley isn't just an Executive Assistant; she's the orchestrator of harmony, the explorer of creativity, and the heart that beats for both the professional and personal sides of life. Get ready for a journey where efficiency meets passion, and success is not just a goal but a way of life, all guided by the vibrant spirit of Hayley. 

 

Hayley is a dedicated professional who seamlessly combines a caring nature with an accommodating spirit, fostering an environment of support and collaboration within our team. Hayley stands out not just for her skills but for her consideration of others and her ability to accommodate diverse needs.