• 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.

  • WHO WE SERVE

    We do our best work for 2 types of families

    Let's work through the playbook!

    The first is education professionals nearing retirement. This includes Teachers, Professors, Education Administrators and their families. 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?

    The Second are families that are responsible for managing their own pensions. This includes those that are self employed, those that choose to assume their pensions at retirement or who have been forced to take control of their pension accounts.

  • OUR PHILOSPHY

    Honest, Simple, Disciplined.

    The Playbook

    Our Core Process

    Pension Management

    Our Discipline

    Investment Management

    Our Results

  • CALLAN WEALTH MANAGMENT BLOG

    Stay Tuned

    January 18, 2019 · Finance,Investment
  • CONTACT US

    Contact us to book a strategy session!

    3430 50 Ave
    Red Deer, AB T4N 3Y4
    Monday to Friday
    7:30am - 4:00pm
    403-348-8384
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