Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We chose CHM to handle our investment portfolio in November of 2022 to assist us in the retirement phase of our life. We have been very impressed with Andrew Hughes and Patrick Steele as our advisors and the knowledge they provide regarding tax efficiency and estate planning in retirement. They have taken the time to set up our accounts as we directed and took the time to explain the process to us, every step of the way. We have had regular meetings with them to discuss changes as required and they are always available for a telephone/video conference or in-person meeting. They have been very patient implementing changes we have requested and always follow-up with a phone call or email to ensure we understand and are in agreement with changes before they are made. We are impressed with Patrick's knowledge of "the numbers". He can rework calculations to determine the correct amount of income to take from our accounts, while ensuring we have adequate funds left to enjoy our retirement lifestyle. This has provided the peace of mind we were looking for from our advisors. It has also been great working with Megan who assists with the paperwork involved in setting up the accounts and any general day-to-day questions that arise. She is pleasant and always makes you feel valued when you call. We would recommend the team to anyone looking for a competent group of investment professionals..
Both Megan and Jamie have gone above and beyond in so many capacities. We are extremely appreciative of the continued solid professional financial advice. Jamie has been involved with our estate planning for sometime. It is so reassuring that he looks at this from all angles - custom to our own personal needs. We truly value and hold his advice in high regard. His knowledge base is by no means limited to estate planning. He has helped us in regards to mortgaging, available extended medical coverage, educational accounts, small business, as well as income tax. He Has worked closely with our accountant -‘ where he was clearly well respected. Both Megan and Jamie are approachable - always available in a timely manner. I have and I would highly recommend their services.
Jamie, Andrew, and Megan have all gone above and beyond for us to make sure we are prepared for retirement and for anything unexpected. They plan with us for our future with careful attention to our risk tolerance and in cooperation with our accountant, lawyer etc. We highly recommend them to anyone that needs complete financial planning services!
I have no real formal knowledge of investments, but I took the chance and started investing about 30 years ago. I was somewhat self-directing money away in hopes to achieve the targeted goal of freedom 55. As I was aging closer to 55, I realized that what I had invested wasn’t going to allow me to retire with the kind of lifestyle that I was hoping to live. In November 2019, I attended an IG Wealth Management seminar led by Ron MacDougall and Patrick Steele. I wanted to hear what they could do for me so I could achieve my retirement goal. I was skeptical, but their message really resonated with me. It gave me hope that even now, at age 60, there could be a chance to still achieve my retirement dream. I went through their process and by the end of the fourth meeting, I was confident that I could trust my financial investment affairs with them and the support network that Ron and Patrick had behind them. Three years have gone by since that seminar and each day I thank them for that opportunity and the relationship. Through their knowledge and support network, I feel 100% confident that I am heading in the direction that I needed to go and where I couldn’t get there by myself. I had tried other investors in the past, but one of the clear differences between what I had and the relationship that I have with Ron and Patrick, is that they haven’t forgotten me after I made my commitment by transferring my affairs to them. They care and that is apparent.