Reviews for Callum Sutherland CFP - Financial Planner and Investment Representative

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Feb 2024
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.
Feb 2024
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...read full review
Mar 2022
I met Callum shortly after starting my first "real" job out of university. Callum was professional in teaching me the basics of money management and creating a foundation for future saving and financial planning. Always available to answer my questions. Has transitioned with me over years of change and always ready to accommodate my needs. I fully trust Callum and highly recommend his services no matter where you are in your financial planning journey.

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From Callum Sutherland CFP - Financial Planner and Investment Representative

I work with individuals and couples who have between $100,000 and $500,000 each in investable assets, often held in RRSPs and TFSAs. Many of my clients are nurses, teachers, police officers, medical professionals, and government employees with strong pensions but limited support when it comes to their personal savings. They often feel overlooked by traditional advisors and big banks. Planning is rarely offered, advisors frequently change, and there’s little clarity around how their money is invested or what they’re paying in fees. My mission is to change that. I provide clear, transparent financial planning and investment advice that puts your goals and understanding first so you know where you stand, why you’re invested the way you are.