Callan Wealth Management

Our Clients

What We Do For You

We specialize in helping 4 types of clients and the most important thing we do is work through our Wealth Playbook together, and when we are done, we have the perfect Game Plan to realize your retirement vision.

Wealth
Builders

Pension Plan Competitors

Business
Owners

DIY
Investors

The Callan Wealth Playbook

“

Our Wealth Playbook is what you experience when working with us.

It is completely tailored to you and your financial future. Using this process we explore the need for:

Investment Management, Pension Planning, Tax Planning, Estate Planning, Insurance Planning and more...

Typically, through this process we see a big change in our clients. We see stress and worry turn into a big sigh of relief. We think retirement planning can be fun when everything falls into place. Once we are having fun, we know we have done a good job.”

Patrick Callan BA, CIM

Associate Portfolio Manager, Managing Partner

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Callan Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and Callan Wealth Management. Note that individuals from Callan Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Callan Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

Honest Simple Disciplined.

Become a Client!

Honest
Simple
Disciplined.