A Certified Financial planner who strives to deliver a better investment and  planning experience. We strive to deliver you a lifetime of financial advice in a way that works for you.  Investment management with low cost, globally diversified portfolios or comprehensive Advice only planning, you choose. Everything starts with a plan based on your values, desires, and goals. We love to help individuals and couples who are10 - 15 years from retirement. The most common questions we answer are:

  • Do I have enough to retire when I want to? Do I have to save more?
  • When do I take government benefits?
  • What will my income be and where will it come from? 
  • Will I be able to do the things I want in retirement?


How can Financial Planning help?

Here is a nice article explaining how Financial Planning can help and why you should consider going through the process.


New Happy client reviews 




I have had the pleasure of working with Callum for several years now for my estate and retirement planning needs and I cannot express enough how satisfied I am with the exceptional service I received. He is very responsive, and has always made time to review and discuss my portfolio on a regular basis. In addition, he also demonstrated a remarkable combination of professionalism and compassion by guiding me through the financial aspects of divorce while ensuring my financial future remained secure. Going through such a challenging life event requires not only financial expertise but also empathy and support. I highly recommend Callum for anyone seeking a comprehensive and trustworthy financial planner with a great sense of humour!

Link to actual Google review





Ashton and I can highly recommend Callum. He is endlessly patient and guided us through a very stressful time. We completely trust his advice and know we can call on him to answer all of our questions in a very timely manner. We are learning a great deal about smart money management from him and look forward to working with him for many years to come. He came to us through the recommendation of a close friend of ours and we feel very fortunate to have found him.

Link to actual Google Review 


Having the retirement you want requires more than just money

Being physically and mentally fit in retirement is important. I see many people with great plans for retirement and then they can't do it because of preventable health issues. Here is an article discussing the benefits of staying healthy. Article

The biggest downside of retirement that nobody talks about

Having enough money and being physically healthy is important for a great retirement but studies show they aren't the most imprtant pieces.  This article speaks to the most important piece. Article

Are you over 50? Are you feeling ready for retirement?

 Statistics are showing many Canadians over 50 are feeling they won't be able to retire when they want to. It also shows that Canadians over 50 are having trouble saving for retirement. Many of do not have a financial plan and don't understand the Canadian Pension Plan and Old Age security.  If this resonates with you or you want to check to see where you stand, we should talk and see how I can help. The initial consultation is free of fees and judgment. 

Here are two articles talking about retirement readiness or lack of by Canadians:

Just over a third of working Canadians aged 50+ feel on-track to retire

Majority of people planning to retire would continue working longer if they could reduce their hours and stress

Recent posts

April 2024 market update

May 07, 2024 - Canada Life

For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

Read more

Revue des marchés de avril 2024

May 07, 2024 - Canada vie

Pour le mois ayant pris fin le  30 avril 2024...

Read more

March 2024 market update

Apr 05, 2024 - Canada Life

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

Read more

Contact me today to learn more