Honest
Simple
Disciplined.

We help Canadian families retire earlier than they have ever dreamed. With honest simple and disciplined advice, they live the retirement they have earned.
Get Started
We help Canadians build a
retirement income machine.
Patrick Callan BA, CIM
Wealth Advisor, Managing Partner
Who We Are
We make the retirement decision easy.
Through our Wealth Playbook, we specialize in helping Canadians build and control their wealth, with the goal of creating sustainable retirement income.
Our Clients
What We Do For You
We specialize in helping 4 types of clients and the most important thing we do is work through our Wealth Playbook together, and when we are done, we have the perfect Game Plan to realize your retirement vision.
The Callan Wealth Playbook
Our Wealth Playbook is what you experience when working with us.
It is completely tailored to you and your financial future. Using this process we explore the need for:

Investment Management, Pension Planning, Tax Planning, Estate Planning, Insurance Planning and more...
 
Typically, through this process we see a big change in our clients. We see stress and worry turn into a big sigh of relief.  We think retirement planning can be fun when everything falls into place. Once we are having fun, we know we have done a good job.
Patrick Callan BA, CIM
Associate Portfolio Manager, Managing Partner
The Process
The Results
NEWS & BLOG
Latest Insights
2024 U.S. Election and The Potential Impact on Our Portfolios

September 10, 2024

There is no doubt, however, that the current campaign is anxiety inducing for investors. Canada may be gearing up for its own divisive political battle, but its noisy neighbour is a behemoth that dominates news cycles. And just like a good horror film, these stories are full of jumps and nerve-shredding moments. It’s only human, therefore, to get caught up in these feelings.
READ MOREView All Blogs
Stay Connected
Subscribe to our newsletter
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Drop us a line.
We’re here to help you
navigate your financial journey.
Become a Client

Become a Client!

Fill out the form below to begin discussing how we can help you.
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Close