About Callum Sutherland CFP®

I am an independent Certified Financial Planner and investment representative offering mutual funds through Quadrus Investment Services Ltd.  I work with a team of experienced specialists in tax planning and wealth management. I typically work best with Gen Xers and Baby Boomers who are approaching or just beginning retirement. It is important to me and many clients to give back to the community. You will find me volunteering with JA helping youth learn about entrepreneurship and financial literacy. My Bachelor of Commerce is from St. Mary’s University in Halifax, and my son and I have been in Ottawa since 2002.

Typical Clients

• Gen Xers
• Baby Boomers
• Those who are approaching, or just beginning retirement