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.
Simone Bradford
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 trustworthy financial planner with a great sense of humour!
Pam Ladouceur
Mar 2022
Callum is approachable; he learned what my priorities were and made that the focus of my portfolio. I also appreciate that he brings a good sense of humour to the table!
Victoria Holland
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.
Jason Li
Mar 2022
Callum has been my financial advisor for over 4 years, managing my life insurance and RRSP. Callum is a very reliable advisor, whenever I need him, he responded ASAP, and get my request resolved satisfactorily. I had him replaced my previous advisor who sometimes did not respond to my email for over a week (to me, no response = not responsible). Callum also did an excellent job managing my RRSP investment, the return is very good (even with last year's stock market fluctuation). The most important thing is that he persuaded me not to do several wrong decisions on my RRSP investments (I am an amateur investor, I can only realize my mistake one year later). He had my investments regularly reviewed and adjusted according to market trends, of course based on the professional analysis by his investment team. This is very professional. BTW, he is a easy going guy, talking to him is a happy thing.
Margorie Hughes
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.
Simone Bradford
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 trustworthy financial planner with a great sense of humour!
Pam Ladouceur
Callum is approachable; he learned what my priorities were and made that the focus of my portfolio. I also appreciate that he brings a good sense of humour to the table!
Victoria Holland
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.
Jason Li
Callum has been my financial advisor for over 4 years, managing my life insurance and RRSP. Callum is a very reliable advisor, whenever I need him, he responded ASAP, and get my request resolved satisfactorily. I had him replaced my previous advisor who sometimes did not respond to my email for over a week (to me, no response = not responsible). Callum also did an excellent job managing my RRSP investment, the return is very good (even with last year's stock market fluctuation). The most important thing is that he persuaded me not to do several wrong decisions on my RRSP investments (I am an amateur investor, I can only realize my mistake one year later). He had my investments regularly reviewed and adjusted according to market trends, of course based on the professional analysis by his investment team. This is very professional. BTW, he is a easy going guy, talking to him is a happy thing.