Our Team
Elevating success together. Get to know the team that shares your vision.
![Jeremy Clark-Circle Cropped](https://optimize.ca/hubfs/Headshots/Jeremy%20Clark-Circle%20Cropped.png)
Jeremy Clark
Wealth Planner
jeremy.clark@optimize.ca
(403) 237-6570
About Jeremy
![Erika Stewart-Circle Cropped](https://optimize.ca/hubfs/Headshots/Erika%20Stewart-Circle%20Cropped.png)
Erika Stewart
Wealth Planner
erika.stewart@optimize.ca
(403) 237-6570
About Erika
![Brian Trafford-Clircle Cropped](https://optimize.ca/hubfs/Headshots/Brian%20Trafford-Clircle%20Cropped.png)
Brian Trafford
Wealth Planner
brian.trafford@optimize.ca
(403) 237-6570
About Brian
![Stephanie Murray-modified](https://optimize.ca/hubfs/Stephanie%20Murray-modified.png)
Stephanie Murray
Wealth Planner
stephanie.murray@optimize.ca
(403) 237-6570
About Stephanie
![Devin Gorgchuck-modified](https://optimize.ca/hubfs/Headshots/Devin%20Gorgchuck-modified.png)
Devin Gorgchuck
Wealth Planner
devin.gorgchuck@optimize.ca
(403) 237-6570
About Devin
![NicoleLeonard-modified](https://optimize.ca/hubfs/NicoleLeonard-modified.png)
Nicole Leonard
Wealth Planner
nicole.leonard@optimize.ca
(403) 237-6570
About Nicole
![Bryce Jamieson-modified](https://optimize.ca/hubfs/Headshots/Bryce%20Jamieson-modified.png)
Bryce Jamieson
Associate
bryce.jamieson@optimize.ca
(403) 237-6570
About Bryce
![Natalia Tomljanovic-modified](https://optimize.ca/hubfs/Headshots/Natalia%20Tomljanovic-modified.png)
Natalia Tomljanovic
Associate
natalia.tomljanovic@optimize.ca
(403) 237-6570
About Natalia
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.
![andrew H-1](https://optimize.ca/hubfs/andrew%20H-1.png)
Andrew Hastings
Finance Associate
andrew.hastings@optimize.ca
(403)-237-6570
About Andrew
Andrew is a newly minted finance professional who recently made the move from Vancouver to Calgary. With a strong background in financial analysis and tax management, Andrew is a dedicated member of our team, helping clients achieve their financial goals. Andrew graduated from the University of Victoria with a Bachelor's Degree in Commerce and specialized in finance and accounting. Andrew has swiftly garnered valuable experience in the intricacies of financial operations and tax compliance throughout the four years of his degree.
During his tenure at the University of Victoria, Andrew excelled academically, demonstrating a keen interest and aptitude for finance, economics, and taxation. His coursework emphasized financial modelling, investment analysis, and financial and managerial accounting, thus laying a solid foundation for his professional journey. His academic achievements underscore his commitment to mastering complex financial concepts and applying them in practical settings.
Andrew's career journey began with internships and entry-level roles that provided him with hands-on experience in financial analysis and tax preparation. His meticulous attention to detail and analytical mindset quickly earned him recognition among his peers and supervisors alike. These experiences gave him a comprehensive understanding of financial markets, regulatory requirements, and tax implications for businesses and individuals.
Outside of work, Andrew is an avid golf enthusiast and enjoys following the fast-paced world of Formula 1 racing. Whether on the green or keeping up with the latest Grand Prix, Andrew brings the same level of passion and precision to both his personal and professional life.
Andrew is dedicated to continuous learning and professional development, as well as staying abreast 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 Course.
![Hayley Huskinson-modified](https://optimize.ca/hubfs/Headshots/Hayley%20Huskinson-modified.png)
Hayley Huskinson
Office Manager
hayley.huskinson@optimize.ca
(403) 237-6570
About Hayley
![PXL_20240206_191324393.MP~5-modified](https://optimize.ca/hubfs/PXL_20240206_191324393.MP~5-modified.png)
Sara McLennan
Office Administrator
sara.mclennan@optimize.ca
(403) 237-6570
About Sara
Optimize Representatives
![chriscoholan-2](https://optimize.ca/hubfs/chriscoholan-2.png)
Chris Coholan
Portfolio Manager
chris.coholan@optimize.ca
![Dylan Updated](https://optimize.ca/hubfs/Headshots/Dylan%20Updated.png)
Dylan Kerney
Portfolio Manager
dylan.kerney@optimize.ca
![Derrick-modified](https://optimize.ca/hubfs/Headshots/Derrick-modified.png)
Derrick Marcelino
Portfolio Manager
derrick.marcelino@optimize.ca
![patrickbellmore](https://optimize.ca/hubfs/Headshots/patrickbellmore.png)
Patrick Bellmore
Portfolio Manager
patrick.bellmore@optimize.ca
![Nick Cup Circle Crop](https://optimize.ca/hubfs/Headshots/Nick%20Cup%20Circle%20Crop.jpg)
Nick Cup
Portfolio Manager
nick.cup@optimize.ca