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
Portfolio Manager,
Q Wealth Partners
Patrick Callan
BA, CIM®
Managing Partner, Callan Wealth Management
Portfolio Manager, Q Wealth Partners
Patrick Callan is a licensed Portfolio Manager with 17 years of experience in financial services. He founded Callan Wealth Management in 2017 after leaving BMO Nesbitt Burns to build something of his own. In 2021, Callan Wealth Management merged with Pearson Reeves Wealth Management to form the team as it stands today, and it continues to grow.
Patrick leads the team with a focus on helping clients create sustainable and predictable retirement income. Albertans know Callan Wealth Management as the team that helps people commute their pensions.
Long before finance, Patrick learned what it meant to compete. He spent five years as a student athlete at the University of Calgary, playing for the Dinos football team while earning an Economics degree from 2004 to 2008. Those years built a work ethic and a deep appreciation for the people beside you.
Patrick and his wife Hope have been side by side for 17 years and married for ten. Together they are raising three wonderful kids 8, 6, and 4. Life is wonderfully loud, and he would not have it any other way.
Outside of work, you will find Patrick on the field or the ice coaching his kids, his way of paying it forward and giving back to the community. Central Alberta is home, and the Callan’s makes the most of it; lake life, golf, camping, and hitting the slopes in winter.
Michelle Reeves
Senior Wealth Advisor
Della Van Laar
Senior Administrator
Nicola Quesnel
Wealth Advisor
Joris van den Hadelkamp
Wealth Advisor
Michelle Connolly
Head of Advanced Wealth Planning, Q Wealth Partners