We help cut through the complexity of modern wealth management. We know you're navigating a maze of RRSPs, TFSAs, pensions, and insurance products, often receiving scattered advice that leaves you confused. That's why we take a different approach. While others chase hot stocks and market timing, we focus on what actually drives success: strategic asset allocation, tax efficiency, and disciplined planning tailored to your specific life stage.

Whether you're a young family juggling mortgages and education savings, or approaching retirement and optimizing CPP timing, we support you through every transition, from wealth building to succession planning. Our collaborative team works alongside Scotia Wealth Management's specialists in estate planning, private banking, and insurance to develop a comprehensive roadmap that coordinates everything. We're empathetic, experienced, and committed to one foundational principle: understanding you and aligning your wealth with what matters most, your family, your business, and your future.

What I am sharing on social media:

Sutherland Planning

Independent investment advisor and financial planner

CFP logo with a blue circle and three wavy white lines above the letters 'CFP'

What Our Clients Say

  • Four young adults gathered around a laptop at a meeting table, smiling and looking at the screen, with two paintings hanging on the wall behind them.

    "Ashton and I can highly recommend Callum. He is endlessly patient and guided us through a very stressful time. We completely trust his advice and know we can call on him to answer all of our questions in a very timely manner. We are learning a great deal about smart money management from him and look forward to working with him for many years to come. He came to us through the recommendation of a close friend of ours and we feel very fortunate to have found him.!" Margorie

  • Three people sitting at a white table in a bright office, engaging in a discussion. The office has large windows with buildings outside.

    "I have had the pleasure of working with Callum for several years now for my estate and retirement planning needs and I cannot express enough how satisfied I am with the exceptional service I received. He is very responsive, and has always made time to review and discuss my portfolio on a regular basis." Simone

Sign up for your free(no, seriously, it’s truly free) 45-minute Financial planning consultation. Ask me anything.