Review

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Who we are

Calmly and Competently Leading You to Financial Security

Chhokra Finance, we’re not just a financial service provider — we're your trusted partner, your guide, and your extended family. Founded with a mission to simplify finance for everyday people, we believe everyone deserves access to honest, transparent, and supportive financial solutions, no matter their background or income.

We lead with heart, not just numbers. Our strength lies not only in our experience and licenses (CRA & FSRA), but in how we listen, care, and deliver.

  • 200+ Clients trust us because we treat each one like they’re the only one.

  • 4+ Years of Experience in personal and business tax preparation.

  • One-Stop Financial Partner – From loans to financial planning, we do it all under one roof.

We’re here for the small business dreamer, the young couple planning a future, the student figuring things out, and the retired parent seeking stability.

Exceptional Client Service

Investment Dock Advisors In the corporate environment of large brokerage and investment management firms.

Transparency

Confidence that your money is in good hands starts with excellent communication from your advisory team

Investment Strategy

We stick to our guns through the market’s ups and downs, don’t chase fads, and are not afraid to say “no” when the job requires it.

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Our Clients

We Are A Great Family

At Chhokra Finance, we treat every client like family. Whether you’re applying for a loan or asking for financial advice, our commitment goes beyond paperwork—we build trust, empower your future, and support your dreams

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Jack Spencer

Chief Executive Officer
Jack is the founder and chairman of Health Invest. Wth 20 years in the executive search business.
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James Belfort

Strategic Advisor, Investor
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Amanda Elay

Senior Vice President
ArtwA wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring
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Mariah Carry

Consultant
As a managing director at the firm, Mike oversees the strategic plans for Fort Pitt Capital’s future.
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Gina Kennedy

CEO Founder
Bernie Clinton is a dedicated water professional who combines analytic We are e Consulting
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Samanta Willaian

CEO Founder
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Portfolio

Goal-Based Management of Institutional Portfolios

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Our Services Are

  • CRA-compliant personal and business tax filing—maximize refunds and stay stress-free.
  • Grow your wealth with expert advice on stocks, index funds, and segregated funds.
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Book a free 30-minute consultation to get a personalized financial roadmap that works.
Talk With An Advisor
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