9715 - 47 Ave., Edmonton, AB T6E 5M7View on Map »

We understand that it's your money...and your peace of mind.

We know that you work hard for your money. We also know that controlling risk and minimizing taxes is important to you. We also appreciate that your financial goals are very personal. That is why we will assist you to maximise your investments so that you can attain your financial goals and secure the future you dream of.

As a Financial Advisor in SE Edmonton, we take our time with you to ensure you truly understand the many methods you can employ to cement your future and nurture your investments. But we don't just want to tell you where to invest your hard-earned money. We want you to understand why we are making those recommendations.

The more you know about your financial state, the more likely you will achieve your financial goals, and we are here to help you do that. We devote ourselves to investor knowledge because it doesn't just help you understand what's going on. It also helps us, as financial advisors in SE Edmonton to build strong relationships with our clients.

The basis of those relationships is what is critically important in choosing a financial advisor in SE Edmonton: Trust. We understand that we must always do the right thing for all our clients. That is why we work hard every day to provide all our clients with rock-solid recommendations – ones that we ensure needs both their needs and financial goals, while minimizing their risk. We will do the same for you.

We always work hard to earn the trust of all our clients, including you. We want to help you succeed. That is why we carefully consider all your needs, your goals and your dreams so that we can help execute a well-designed financial strategy, so that you can have peace of mind when it comes to your hard-earned money and financial future.

There are many financial advisors in SE Edmonton that prefer to take chances with your money, and there are others who are so risk adverse that your money doesn't work for you as it should. But at CH Wealth we prefer a balanced approach to wealth management. Your goals are our goals and the investment plan we design for you will always work FOR you. Because we know if you are unhappy with your portfolio's performance then we haven't done our job.

So, before you go hire a financial advisor in SE Edmonton, be sure to give us a call. We will sit down with you, find out what you need and want, and devise a plan that works for you. We won't stop until we've done all that you need us to.

Please click here to contact us for assistance with any financial questions.

Retirement

Recent Articles

Posted on: November 11, 2019
This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky...
Posted on: November 11, 2019
The age old saying, 'Ignorance is bliss', may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating. Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic...
Posted on: November 11, 2019
Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens.

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 5

First you were putting on their diapers. Then you walked them to their kindergarten classroom. You...

By admin Jun 25

After toiling away in your cubicle for most of the day, you decided that wasn’t the life for you. So...