Callum Sutherland - an affiliate of Canada Life

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!

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.

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.