Callan Wealth Management

Callan Wealth Management We help Canadians build and control their wealth.

Behind every classroom is someone helping shape the future.Today, we are celebrating the teachers who dedicate their tim...
07/07/2026

Behind every classroom is someone helping shape the future.

Today, we are celebrating the teachers who dedicate their time, energy, and care to making a difference in the lives of others.

Thank you for everything you do. ๐ŸŽ

Wishing everyone a wonderful Canada Day! Today we celebrate the people, communities, and values that make this country s...
07/01/2026

Wishing everyone a wonderful Canada Day!

Today we celebrate the people, communities, and values that make this country such a special place to call home.

๐— ๐—ฒ๐—ฒ๐˜ ๐˜๐—ต๐—ฒ ๐—ง๐—ฒ๐—ฎ๐—บ: ๐— ๐—ถ๐—ฐ๐—ต๐—ฒ๐—น๐—น๐—ฒ ๐—–๐—ผ๐—ป๐—ป๐—ผ๐—น๐—น๐˜† โœจThis week, we're featuring Michelle Connolly, Head of Advanced Wealth Planning at Q We...
06/30/2026

๐— ๐—ฒ๐—ฒ๐˜ ๐˜๐—ต๐—ฒ ๐—ง๐—ฒ๐—ฎ๐—บ: ๐— ๐—ถ๐—ฐ๐—ต๐—ฒ๐—น๐—น๐—ฒ ๐—–๐—ผ๐—ป๐—ป๐—ผ๐—น๐—น๐˜† โœจ

This week, we're featuring Michelle Connolly, Head of Advanced Wealth Planning at Q Wealth Partners, and highlighting the latest blog on managing family dynamics.

Passing on wealth is about more than financial assets. From family businesses and farms to preparing future generations, Michelle explores how communication, shared values, and thoughtful planning can help create a lasting legacy.

If these are conversations your family is beginning to have, this blog is a great place to start.

๐Ÿ“– Read the full blog here: https://bit.ly/3SriXQe

Happy Father's Day to the dads who show up, lead by example, and make a difference every day. ๐Ÿ’™Wishing all the fathers a...
06/21/2026

Happy Father's Day to the dads who show up, lead by example, and make a difference every day. ๐Ÿ’™

Wishing all the fathers and father figures in our community a day filled with family, appreciation, and great memories.

06/01/2026

In our previous blog, we talked about why building a financial team matters.
๐—ก๐—ผ๐˜„ ๐—น๐—ฒ๐˜'๐˜€ ๐˜๐—ฎ๐—น๐—ธ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—ต๐—ผ๐˜„ ๐˜๐—ผ ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น๐—น๐˜† ๐—ฑ๐—ผ ๐—ถ๐˜.

Building a financial team doesn't happen all at once, it happens one decision at a time.

In the latest blog, Patrick Callan explores:

โœ”๏ธ Why a financial advisor can be a great place to start.
โœ”๏ธ What to look for in financial professionals.
โœ”๏ธ How to use referrals effectively.
โœ”๏ธ Why your team should evolve as your life changes.

The goal isn't complexity, it's confidence.

Read the full blog: https://bit.ly/4u4SqVJ

๐—•๐—ถ๐—ด ๐—ป๐—ฒ๐˜„๐˜€ ๐—ณ๐—ฟ๐—ผ๐—บ ๐˜๐—ต๐—ฒ ๐˜๐—ฒ๐—ฎ๐—บ... Weโ€™ve officially added a new furry teammate to the roster ๐ŸถMeet our newest mascot Chevy: Head ...
05/14/2026

๐—•๐—ถ๐—ด ๐—ป๐—ฒ๐˜„๐˜€ ๐—ณ๐—ฟ๐—ผ๐—บ ๐˜๐—ต๐—ฒ ๐˜๐—ฒ๐—ฎ๐—บ...

Weโ€™ve officially added a new furry teammate to the roster ๐Ÿถ

Meet our newest mascot Chevy: Head of Morale, Office Greeter, and Part-Time Treat Consultant.

Safe to say the culture has never been better.

Today we celebrate the moms, grandmothers, and mother figures who shape our lives with love, strength, patience, and wis...
05/10/2026

Today we celebrate the moms, grandmothers, and mother figures who shape our lives with love, strength, patience, and wisdom.

Thank you for everything you do today and every day.

๐—›๐—ฎ๐—ฝ๐—ฝ๐˜† ๐— ๐—ผ๐˜๐—ต๐—ฒ๐—ฟโ€™๐˜€ ๐——๐—ฎ๐˜† ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ฎ๐—น๐—น ๐—ผ๐—ณ ๐˜‚๐˜€ ๐—ฎ๐˜ ๐—–๐—ฎ๐—น๐—น๐—ฎ๐—ป ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐Ÿ’™

05/04/2026

๐— ๐—ผ๐˜€๐˜ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐˜๐—ต๐—ถ๐—ป๐—ธ ๐˜๐—ต๐—ฒ๐˜† ๐—ป๐—ฒ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ฏ๐—ฒ ๐—ฎ๐—ป ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฏ๐—ฒ๐—ณ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ๐˜† ๐˜€๐˜๐—ฎ๐—ฟ๐˜.
You donโ€™t.

Weโ€™re kicking off a new financial literacy series, starting with a few simple shifts to help you move forward with more clarity and confidence.

If youโ€™ve ever felt unsure about where to begin, this is worth a read.

Read the full blog here: https://bit.ly/4n7haLu

๐—ง๐—ต๐—ถ๐˜€ ๐˜€๐—ฒ๐—ฎ๐˜€๐—ผ๐—ป ๐—ถ๐˜€ ๐—ฎ๐—น๐˜„๐—ฎ๐˜†๐˜€ ๐—ฎ ๐—ฏ๐˜‚๐˜€๐˜† ๐—ผ๐—ป๐—ฒ, ๐—ฎ๐—ป๐—ฑ ๐—ถ๐˜โ€™๐˜€ ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—ฑ๐—ผ๐—ป๐—ฒ ๐—ฎ๐—น๐—ผ๐—ป๐—ฒ.Behind every well-served client is a network of trusted part...
05/01/2026

๐—ง๐—ต๐—ถ๐˜€ ๐˜€๐—ฒ๐—ฎ๐˜€๐—ผ๐—ป ๐—ถ๐˜€ ๐—ฎ๐—น๐˜„๐—ฎ๐˜†๐˜€ ๐—ฎ ๐—ฏ๐˜‚๐˜€๐˜† ๐—ผ๐—ป๐—ฒ, ๐—ฎ๐—ป๐—ฑ ๐—ถ๐˜โ€™๐˜€ ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—ฑ๐—ผ๐—ป๐—ฒ ๐—ฎ๐—น๐—ผ๐—ป๐—ฒ.

Behind every well-served client is a network of trusted partners who bring care, expertise, and attention to every detail.

Weโ€™re grateful to work alongside such dedicated professionals and proud to support the clients we serve together.

Thank you to our partners, Steve Vaarstra, Alisha Toepfer, Aleatha McGill, Teale Ronnie, and Derek Wilkening for showing up every time.

Every great plan needs great people behind it.The details, the follow-through, the organization. It all adds up to the e...
04/22/2026

Every great plan needs great people behind it.

The details, the follow-through, the organization. It all adds up to the experience our clients rely on.

Today, weโ€™re recognizing our administrative team and the role they play in making everything run smoothly.

Weโ€™re grateful for the care and consistency you bring every day.

Address

33 McKenzie Crescent, Suite 202
Red Deer, AB
T4S2H4

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14033488383

Website

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