Callan Wealth Management

Through our Wealth Playbook, we specialize in helping Canadians build and control their wealth, with the goal of creating sustainable retirement income.

As part of Q Wealth Partners – a portfolio management firm – we have access to their team of Portfolio Managers who act as fiduciaries, with a duty to act in the clients’ best interests. Q Wealth has the ability to offer a wide range of investment options that their Portfolio Managers are able to employ using sophisticated techniques to manage market volatility and respond to changes as required with exceptional agility.

Patrick Callan BA, CIM

Managing Partner,
Callan Wealth Management
Associate Portfolio Manager, Quintessence Wealth

Michelle Reeves

Wealth Advisor

Della Van Laar

Office Administrator

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Callan Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and Callan Wealth Management. Note that individuals from Callan Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Callan Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

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