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.

06/03/2026

Some sole proprietors can struggle to get their books organized in time.

06/02/2026

Business owners could unlock significant tax savings if they sell their business to an employee ownership trust (EOT) now that Ottawa is making the regime’s key tax break permanent.

05/29/2026

AI-powered tools are helping fraudsters target Canadians with fake loans and offers. Find out how to recognize and avoid scams.

05/28/2026

Food delivery, grocery apps, and other modern conveniences can quietly drain your budget. Here’s why Canadians are spending more than they realize.

05/27/2026

Your financial life is shaped as much by your mindset as your math.

05/27/2026

Keeping debt a secret is common and shame often keeps people from reaching out for help. But this can get expensive.

05/26/2026

Stocks are partying like it’s 1999, but Americans haven’t been this gloomy in 70 years.

05/25/2026

A reader asks: "If I get injured, how do CPP disability benefits, EI sick benefits, and private disability insurance work together?"

05/22/2026

AI tools are helping to identify scams in their early stages and stop threats in their tracks – but the role for human agency and intelligence remains essential.

05/20/2026

Star personal finance reporter Lora Grady and tax expert Jamie Golombek shared their top strategies for keeping more money in your pocket this tax season.

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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