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
Initial Consultation
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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.
F.a.q
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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.
My Mission
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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.
Planning Matter
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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.
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