Skip to main content

Craig McCallan

Wealth Advisor

  • CEA
  • CFP®

"Committed to understanding your needs and helping you achieve your vision of success"

As a Wealth Advisor with TD Wealth Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners.  I work with a team of highly educated specialists with a background in banking, investments, estate, tax, and financial planning to deliver customized wealth management and preservation solutions in a way that helps to make client goals achievable.

ADDITIONAL CONTACT

Fax: (613) 544-4398
Branch Office: (613) 782-1270

EDUCATION

Certified Financial Planner, Certified Executor Advisor, Bachelor of Arts (Honours) From the University of Windsor, The Canadian Investment Funds Course, Canadian Securities Course, Financial Planning Diploma from CIFP, Certificate in Advanced Estate Planning & Trust Strategies

Additional Information

uncover our approachv2.PNG

Unique Offeringv2.PNG

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?