Greatness is not in where we stand, but in what direction we are moving. We must sail sometimes with the wind and sometimes against it-but sail we must and not drift, nor lie at anchor. As a Certified Financial Planner (CFP) Murray Callaghan has been providing investment, insurance and financial planning counsel for the past 15 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.
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.
Services
Wealth beyond your wildest dreams is possible if you learn the golden secret: Invest ten percent of all you make for long-term growth. If you follow that one simple guideline, someday you'll be a very rich man. The first part of the meeting will be very informal as I get to know who you are and what you would hope to achieve if we had a business relationship.
I'm a Certified Financial Planner CFP registered with the Financial Planning Standards Council. This is a designation only gained by having fulfilled both appropriate industry experience in combination with mandatory educational training and finally, appropriate examinations. A condition of maintaining this designation is ongoing educational training.
Warren Buffet - "The Oracle of Omaha, " and Founder of Berkshire Hathaway in his annual address to shareholders. It's all just noise. It's hard to tune it out completely but you are better off if you do. History teaches us that following the crowd is a sure recipe for failure as most zig when they should zag.
The following 100 plus published articles, all written by Murray, now appear regularly in the Business Gazette which serves Campbell River and the Comox Valley. While they summarize general economic and financial planning principles, they should not be considered a replacement to advice tailored to your circumstances.
Reviews (6)
Anita Brochocka
Jan 24, 2021
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Murray was my mother's financial guide from 2005 till her passing at age 91 in 2019. Murray earned my mother's trust; he was guided by her values and priorities and he explained thoroughly the basis for his financial advice. After her questions were satisfied with well informed and measured answers, she always made her own decisions and was never pressured by Murray. My mother's portfolio prospered in the 14 years working with Murray. When she was unable to make her way to his office he would make house calls. She always enjoyed his enthusiasm for his work and his zest for life.
In the last years
In the last years
Marian Paterson
Oct 22, 2020
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I have been consulting with Murray Callaghan of Callaghan Wealth Management for over 7 years. I originally went for advice about mortgage and retirement.
However, Murray assisted me in being able to budget, find an excellent mortgage broker and to manage my finances for retirement.
Murray went above and beyond in helping me adjust to my retirement and how to manage my cash flow in a manner that I could still enjoy many of my retirement goals.
He is a very thoughtful, extremely knowledgeable, positive and respectful person. He works with integrity and is not afraid to give his opinion in a diplomatic
However, Murray assisted me in being able to budget, find an excellent mortgage broker and to manage my finances for retirement.
Murray went above and beyond in helping me adjust to my retirement and how to manage my cash flow in a manner that I could still enjoy many of my retirement goals.
He is a very thoughtful, extremely knowledgeable, positive and respectful person. He works with integrity and is not afraid to give his opinion in a diplomatic
Jan Driemel
Aug 23, 2020
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Murray has been my financial advisor for 30 years. His knowledge in his field and professionalism has been no more than amazing. He will get to know you as a person and understand all your needs and wants for your current financial situation and advise on the best path for your future. He keeps current in the business and continually advises when things change not only in the financial world but in your personal world. Whether it be investment advise, life insurance, or estate planning information you require, Murray truly does have a Wealth of information and advice!! This year, because of his
Kristi Stormo
Aug 07, 2020
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Ray and I have know Murray for over 40 years. We decided to trust him with our financial planning since 2005. Murray always takes his time when going through the investments we have made. He pays attention to small details and is calm and methodical when going over our file. We always walk away from his office with insight and all our questions answered. If we were unable to see him during his working hours he would stop in to see us on his way home.
I would definitely recommend Murray.
I would definitely recommend Murray.
Bo Baillie
Jul 13, 2016
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Don Poty
Jan 03, 2016
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My wife Patti and I have been with Murray since 2003. We have been very happy with Murray's style of a calm, insightful, no pressure approach to financial planning. We never felt rushed or pressured into making a decision. Only when we have a full understanding of an issue and Murray has answered our questions and explained all of the details do we make a decision to endorse a recommendation. Murray works very hard to make sure we understand our financial future and what it takes to achieve our goals.
We highly recommend Callaghan Wealth Management.
We highly recommend Callaghan Wealth Management.
