• 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 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.

  • OUR PHILOSPHY

    Honest, Simple, Disciplined.

    The Playbook

    Our Core Process

    Pension Management

    Our Discipline

    Investment Management

    Our Results

  • CALLAN WEALTH MANAGMENT BLOG

    Pages From Our Playbook

    January 18, 2019 · Finance,Investment
  • CONTACT US

    Contact us to build your playbook!

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