Callan Wealth Management

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

Thanksgiving is a good reminder to pause and appreciate the people around us. We're grateful for our clients, our team, ...
10/12/2026

Thanksgiving is a good reminder to pause and appreciate the people around us.

We're grateful for our clients, our team, and the relationships we've built along the way.

Wishing you a warm and happy Thanksgiving from Callan Wealth Management. ๐Ÿ‚

What a great few days in Huntington Beach! โ˜€๏ธ๐ŸŒดThe Callan Wealth team had an amazing time at Future Proof and The Q Wealt...
09/28/2026

What a great few days in Huntington Beach! โ˜€๏ธ๐ŸŒด

The Callan Wealth team had an amazing time at Future Proof and The Q Wealth Canadian Lounge this month.

From insightful sessions and great conversations to reconnecting with familiar faces and meeting new ones, it was a great opportunity to spend time with the Q Wealth community and others from across the industry.

Happy Labour Day from Callan Wealth Management!
09/07/2026

Happy Labour Day from Callan Wealth Management!

08/21/2026

โ›ณ What a day on the course!

Thank you to all our incredible clients who joined us for our Client Appreciation Golf Event at Alberta Springs Golf Resort. From the first tee time to the last putt, it was a true pleasure spending the day celebrating the relationships that mean the most to us.

We're grateful for your continued trust and partnership and even more grateful for the laughs and friendly competition out on the course! Here's to many more rounds together. ๐ŸŒ๏ธ

Estate planning isnโ€™t just about having a will. Itโ€™s about making sure the life youโ€™ve built is passed on the way you in...
08/14/2026

Estate planning isnโ€™t just about having a will. Itโ€™s about making sure the life youโ€™ve built is passed on the way you intended.

If your estate documents havenโ€™t been reviewed in a while, now may be a good time to revisit your will, powers of attorney, beneficiary designations, and important documents.

Our latest blog shares a practical checklist to help you get organized and start the right conversations.

Read the full blog to learn more: https://bit.ly/4grRJ5n

07/25/2026

Every team has a story.

Ours spans decades of experience, meaningful relationships, and a shared commitment to helping clients navigate life's biggest financial decisions.

Join Patrick as he walks through the journey that shaped Callan Wealth Management into the firm it is today.

Watch the full video below.

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.

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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