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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 believe I am instrumental in identifying the needs of High Net Worth families and business owners.  I work with a team of highly educated TD 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.


   
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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

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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.

Responsible investing on the rise: Doing well while doing good

Responsible investing isn't just for millennials anymore. Kim Parlee speaks with Andrea Robertson, TD Wealth, and Damian Fernandes, TD Asset Management on the opportunities and challenges, and why doing good can also be very good for your bottom line

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?