CH Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

450 700 4 Ave SW, Calgary, Alberta, T2P ...

Phone Number

(403) 237-6570

Revenue

$5.1 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About CH Financial

CH Financial, operating under Optimize.ca, offers a comprehensive range of financial services including portfolio management, financial planning, estate planning, tax preparation, loans, mortgages, and insurance solutions. The company focuses on providing personalized, client-first strategies that align with individual financial goals and needs. With a commitment to transparency and independence, CH Financial delivers institutional-level investment solutions and comprehensive wealth management services. Their target clients include individuals and businesses seeking expert guidance to protect and grow their financial legacy.Explore more
CH Financial's Social MediaPopular SearchesCH Financial LtdDP FINANCIAL IncCa Dp Financial IncCh Financial CorpFinancial IncSIC Code 62,628NAICS Code 52,523Show more

CH Financial Org Chart

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Erika Stewart, Chief Operating Officer at CH Financial
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CH Financial

$5.1M
11-50
Private
-
2003
Erika Stewart, Chief Operating Officer at CH Financial
Erika StewartChief Operating Officer
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
-
AP
Alain PereuxPresident, Retirement & Estate Planning
<$5M
1-10
Private
-
-
DL
David LoweFinancial Associate & Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

CH Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CH Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CH Financial.

CH Financial Tech Stack

A closer look at the technologies used by CH Financial

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Frequently Asked Questions Regarding CH Financial

What is CH Financial's official website?
CH Financial's official website is www.chfinancial.ca
What is CH Financial's Revenue?
CH Financial's revenue is $5.1 Million
What is CH Financial's SIC code?
CH Financial's SIC: 62,628
What is CH Financial's NAICS code?
CH Financial's NAICS: 52,523
How many employees does CH Financial have?
CH Financial has 11-50 employees
What industry does CH Financial belong to?
CH Financial is in the industry of: Finance, Insurance, Securities Trading
What is CH Financial competition?
CH Financial top competitors include: Rankin Rice Wealth Management, Newcombe Wealth Management, Carney Lyster & Associates Private Wealth, Hunt Group Private Wealth
What technology does CH Financial use?
Some of the popular technologies that CH Financial uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, easyDNS
How do I contact CH Financial?
CH Financial contact info: Phone number: (403) 237-6570 Website: www.chfinancial.ca
What does CH Financial do?

CH Financial, operating under Optimize.ca, offers a comprehensive range of financial services including portfolio management, financial planning, estate planning, tax preparation, loans, mortgages, and insurance solutions. The company focuses on providing personalized, client-first strategies that align with individual financial goals and needs. Wi... th a commitment to transparency and independence, CH Financial delivers institutional-level investment solutions and comprehensive wealth management services. Their target clients include individuals and businesses seeking expert guidance to protect and grow their financial legacy.Read More

What are CH Financial social media links?
CH Financial Linkedin page CH Financial Facebook page
Is CH Financial a public company?
CH Financial is private company therefore does not currently have an official ticker symbol
See more information about CH Financial

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