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.

07/15/2026

Giving to charity earlier may have meaningful advantages for you over waiting to leave it all in a will.

07/14/2026

Watching prices rise while you’re living on a fixed income sounds like a recipe for stress. But what if it actually isn’t quite as scary as it seems?

07/13/2026

When you plan for retirement, it may seem like you're searching for answers - but what you actually end up doing is balancing tradeoffs.

07/11/2026

Supersize capital flows are reshaping business—and building risk.

07/10/2026

Perhaps having some bills tucked away for emergencies, offbeat expenses and draconian budgeting isn’t a bad idea.

07/09/2026

New research suggests most wealthy families aren’t having discussions with younger generations about the purpose or goals of family wealth.

07/08/2026

Whether your dream is taking a sabbatical, a new kitchen, or a career change, specific goals create specific action.

07/07/2026

Young people don’t need another slew of statistics telling them their financial lives will be different from their parents’ generation. They need a plan.

07/06/2026

Permanent life insurance is a type of life insurance that provides coverage for the insured's entire lifetime and typically includes a cash value component that grows tax-deferred.

07/01/2026

Every summer event seems to come with an unspoken expectation: you’ll need a new everything. You don’t.

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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