As a Certified Financial Planner (CFP) Murray Callaghan has been providing investment, life insurance and financial planning counsel for over 20 years in Campbell River. With a growing clientele in B.C. and Alberta he is known for his straight forward and practical advice and always, his impeccable integrity.
Callaghan Wealth Management was a natural progression for Murray. "I wanted to offer a small but discerning client base the very best advice free from corporate conflicts-of-interest. I've seen more than my share of instances where client needs were not well-served by those being paid to look after them.
Today, he partners with a select group of Portfolio Management firms, Life Insurance experts and Banking institutions to provide a suite of services for the higher net worth investor. Some of the services offered include;
Retirement Planning Household Budgets and Cash Flow
Investment Counsel RRSP RRIF RESP TFSA
Life Insurance Critical Illness
Banking Products Monthly Income
"I pride myself on providing independent and comprehensive advice without any pressure or gimmicks. As a small business person I'm also very conscientious of each and every dollar spent. In many cases I can reduce your overall costs of investing and provide comprehensive, value-added services like in-depth retirement and financial planning at no additional cost.
Feel free to drop me a line at mcallaghan [at] crwealthmanagement [dot] ca or give me a call at (250) 286 9968 to set-up an initial consultation.
Sincerely,
Murray