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.

08/12/2026

“Go for it, as long as you don’t do anything.”

08/11/2026

Retiring this year? Good news: the stock market is cooperating.

08/10/2026

From lower federal tax rates to new tax credits and homebuyer incentives, here are the key 2026 tax changes Canadians should know.

08/06/2026

The Ontario Superior Court of Justice found the executor failed to keep good records and commingled her funds with those of the estate.

08/05/2026

A reader just wants an assessment of her and her husband’s finances. Turns out that’s the cornerstone of financial planning.

08/04/2026

When you're working you relied on a paycheck from your job; but in retirement you often need to create your own.

Am I actually ready to retire, or just hoping I am?" Most retirement mistakes happen before you retire, not after. Get a...
08/04/2026

Am I actually ready to retire, or just hoping I am?" Most retirement mistakes happen before you retire, not after. Get a clear, advice-only checkup on your CPP/OAS timing, tax efficiency, and drawdown strategy.

Pre-Retirement Checkup. Advice-only pre-retirement planning for 45-65 Canadians(Ontario)

08/03/2026

National chains that have established loyalty programs through larger coalitions rank higher than stores with only a regional presence.

08/02/2026

Wealth isn’t just income. Net worth, debt load, retirement savings, and financial flexibility all shape how secure you really are. Here's what to know.

08/01/2026

The price of hosting a barbecue is getting steeper every summer – and our beef isn’t just with the burgers. Why we’re holding the cheese and pivoting to BYOB.

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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