Callum Sutherland, Financial Security Advisor

Callum Sutherland, Financial Security Advisor There is a choice. I believe in a low-cost, transparent, evidence-based, and advice-based investment approach.

Advice-only financial planning for those who only want advice, expertise, and planning, or you can receive comprehensive planning and investment management. In 2017, I decided to join the Financial Services industry to serve people and business owners who want to improve and feel secure about their finances and their future. My goal is to simplify complex financial matters so people can make bette

r decisions with their money and have more confidence in the financial future they want for themselves and their family. As a Certified Financial planner, an Insurance agent, and investment advisor through Quadrus Investments, I help families and pre-retirees clarify their future with planning and clarify the complexity of where their next dollar should be invested: RRSP, TFSA, RESP, FHSA, etc.. Insurance products, including segregated fund policies, are offered through Callum Sutherland Financial, and Investment Representative Callum Sutherland offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Address

150 MarketPlace Avenue
Ottawa, ON
K2J6V2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5am
Friday 9am - 5pm

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