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Review Keywords Analysis

  1. CA
  2. AB
  3. Calgary
Services Excellence Summary

Positive Reviews Summary: CH Financial is praised for their professionalism, knowledge, and friendly staff members who go above and beyond for their clients. Clients appreciate the comprehensive approach to financial planning and the high value services provided. The team is knowledgeable, experienced, and efficient, making clients feel welcomed and secure in their financial journey. Unique Facts about CH Financial Ltd: - Responsive and thoughtful responses to client queries - Over 25 years of experience in providing financial security - Broad integrated range of financial services - Emphasis on empathy towards clients' lives and needs Business Specialty: CH Financial specializes in wealth management services, including tax planning, financial wealth management, business succession planning, risk management, and charitable trust structuring. Their advisors focus on proper portfolio construction by adhering to core values of diversification, flexibility, simplicity, and transparency to achieve a balanced approach to investment risk.

 

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Reputation Change over time

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Pros & Cons

PROS
great place (1)
warm and welcomi ... (1)
comprehensive (1)
in good hands (1)
recommend (1)
absolutely fanta ... (1)
great job (1)
very friendly (1)
well informed (1)
friendly and kno ... (1)
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Cons
expensive (1)
CH Financial Ltd Reviews: 15. Average Rating: 4.5
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