Callaghan Wealth Management offers independent and comprehensive financial planning services to individuals and families in Campbell River, British Columbia, and Alberta. Our services include retirement planning, investment counsel, life insurance, and wealth management, all designed to help our clients achieve financial success and security.

Prizm Financial is a leading provider of financial services, offering employee benefits, group retirement, estate planning, and other customized solutions to individuals, families, and businesses across Alberta, British Columbia, and Southern Ontario. Our expert advisors provide proactive and personalized service, leveraging broader nationwide expertise and increased market access to negotiate the best coverage, terms, and pricing for our clients.