Callan Wealth Management

At Callan Wealth Management, we believe that retirement planning should be a stress-free and enjoyable experience. That's why we've dedicated ourselves to helping Canadian families retire earlier than they ever thought possible. With our honest, simple, and disciplined approach, we empower our clients to live the retirement they've earned.

Our Philosophy

We believe that everyone deserves to live their best life, free from financial worries. That's why we've developed a unique approach to wealth management, centered around our proprietary Wealth Playbook. This tailored process helps us understand our clients' unique needs and goals, and creates a customized plan to help them achieve sustainable retirement income.

Our Services

We specialize in helping four types of clients: Wealth Builders, Pension Plan Competitors, Business Owners, and DIY Investors. Through our Wealth Playbook, we provide a comprehensive range of services, including investment management, pension planning, tax planning, estate planning, insurance planning, and more. Our goal is to help our clients build a retirement income machine that will support them for years to come.

The Callan Wealth Playbook

Our Wealth Playbook is a unique and personalized process that helps us understand our clients' financial goals and dreams. Through a series of meetings and discussions, we work together to create a tailored plan that addresses our clients' specific needs and concerns. From investment management to estate planning, we explore every aspect of our clients' financial lives to ensure that they're on track to achieving their retirement vision.

Our Process

Our process begins with an initial fit meeting, where we get to know our clients and understand their goals and aspirations. We then assign a dedicated Q Wealth Portfolio Manager to work with them, who guides them through the onboarding process, risk tolerance questionnaire, plan development, portfolio construction, and periodic reviews.

The Results

The end result of our process is a customized plan that helps our clients achieve financial peace of mind. We take pride in seeing our clients feel a sense of relief and confidence, knowing that they're on track to living the retirement they've always dreamed of.