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.

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.

05/19/2026

Tenets of behavioral finance can help soothe investors who are worried global events could derail their long-term financial plans.

05/18/2026

Experts say behavioural biases can be a bigger risk to your portfolio than the market swings if they’re not kept in check.

05/15/2026

A recent study suggests people are more risk-avoidant when using their phones, so they tend to avoid clicking on links altogether.

05/14/2026

Most Canadians treat April 30 the way old-time hockey players treated training camp. They show up out of shape, dump an actual or virtual shoebox of receipts on an accountant’s desk and hope for the best.

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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