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Our Team

Elevating success together. Get to know the team that shares your vision.

Jeremy Clark-Circle Cropped

Jeremy Clark

Wealth Planner

  jeremy.clark@optimize.ca

  (403) 237-6570

About Jeremy

Erika Stewart-Circle Cropped

Erika Stewart

Wealth Planner

  erika.stewart@optimize.ca

  (403) 237-6570

About Erika

Brian Trafford-Clircle Cropped

Brian Trafford

Wealth Planner

  brian.trafford@optimize.ca

  (403) 237-6570

About Brian

Stephanie Murray-modified

Stephanie Murray

Wealth Planner

  stephanie.murray@optimize.ca

  (403) 237-6570

About Stephanie

Devin Gorgchuck-modified

Devin Gorgchuck

Wealth Planner

  devin.gorgchuck@optimize.ca

  (403) 237-6570

About Devin

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Nicole Leonard

Wealth Planner

  nicole.leonard@optimize.ca

  (403) 237-6570

About Nicole

Bryce Jamieson-modified

Bryce Jamieson

Associate

  bryce.jamieson@optimize.ca

  (403) 237-6570

About Bryce

Natalia Tomljanovic-modified

Natalia Tomljanovic

Associate

  natalia.tomljanovic@optimize.ca

  (403) 237-6570

About Natalia

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Andrew Hastings

Finance Associate

 andrew.hastings@optimize.ca

  (403)-237-6570

About Andrew

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Hayley Huskinson

Office Manager

  hayley.huskinson@optimize.ca

  (403) 237-6570

About Hayley

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Sara McLennan

Office Administrator

  sara.mclennan@optimize.ca

  (403) 237-6570

About Sara

Optimize Representatives

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Chris Coholan

Portfolio Manager

  chris.coholan@optimize.ca

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Dylan Kerney

Portfolio Manager

  dylan.kerney@optimize.ca

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Derrick Marcelino

Portfolio Manager

  derrick.marcelino@optimize.ca

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Patrick Bellmore

Portfolio Manager

  patrick.bellmore@optimize.ca

Nick Cup Circle Crop

Nick Cup

Portfolio Manager

  nick.cup@optimize.ca

Please know that CH Financial Ltd. is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registrable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.