We help Western Canadian Families maximize their retirement income by the age of 55 by assuming control of their pensions. With Honest, Simple and Disciplined Advice; we help them live the retirement they have earned.
CALLAN WEALTH MANAGEMENT
We make the retirement decision easy.
We specialize in helping families in Western Canada decide how and when to enter retirement by taking control of their pensions. We work through our Wealth Playbook so that you have confidence in your decision and live the retirement you choose.
OUR PHILOSPHY
Honest, Simple, Disciplined.
The Playbook
Our Core Process
Pension Management
Our Discipline
Investment Management
Our Results
WHO WE SERVE
We do our best work for 2 types of families
Let's build you a playbook!
The first are those who work with large pension plans, those who are self-employed and their families. A great example of this are Education Professionals like Teachers and Administrators. Our clients have even come from these top pension plans like: ATRF, LAPP, BMO, Manulife, Saskatchewan Pension Plan, Sun Life, RBC, Finning, Costco, Sobeys, Agrium, Encana, Enbridge, Suncor and more. We help them build wealth throughout their career and enter retirement with peace of mind by assuming control of their pensions.
Are you responsible for your own Retirement Income or Pension Management?
We also work with those who are self employed and responsible for administering their own retirement income from the beginning. This includes Oil & Gas Consultants, Doctors or those with professional corporations, tradespeople and those in many other fields.
CONTACT US
How can we help?
Investments are provided through Worldsource Securities Inc., sponsoring investment dealer and a member of the Investment Industry Regulatory Organization of Canada www.iiroc.ca and of the Canadian Investor Protection Fund www.cipf.ca