Business Details
Your Trusted Financial Partner in Campbell River
With over 25 years of experience in financial planning and investment advice, we provide independent, client-focused guidance tailored to individual financial goals. As a Certified Financial Planner, we prioritize trust, transparency, and long-term relationships, serving clients in Campbell River and beyond. Our services include strategic asset allocation, retirement planning, and fee-for-service financial planning, all designed to help clients achieve meaningful financial outcomes. Partnering with professional portfolio managers, we offer institutional-level investment management while maintaining personalized oversight.Our approach combines decades of industry expertise with a commitment to FP Canada's ethical standards, ensuring clients receive objective advice without sales targets or commissions. We specialize in simplifying complex financial decisions, offering access to alternative investments and trusted professional referrals. Our mission is to empower clients with clarity and confidence in their financial strategies through practical, straightforward counsel.
Services
Fee-For-Service Planning
Investment Management
Tax Counseling
Retirement Planning
Estate Planning
Highlights and features
- We offer conflict-free advice with no sales targets or commissions.
- Our team has over 25 years of experience in financial planning and investment guidance.
- We maintain a low-volume, high-trust practice for personalized client attention.
- Our services are backed by FP Canada's strict Code of Ethics and Standards of Conduct.
- We provide access to trusted accountants, legal professionals, and alternative investments.
Associations and certifications
- Certified Financial Planner (CFP)
- FP Canada
Services
Fee-For-Service Planning
Our fee-for-service planning provides tailored financial strategies without ongoing portfolio management. Ideal for clients needing clarity on pension decisions, income integration, or budgeting, this service delivers objective advice to build forward-looking financial strategies. Clients receive comprehensive plans aligned with personal and business financial goals.
Investment Management
We offer full-service portfolio management for households with over $400K in investable assets. Partnering with boutique firms, we provide strategic asset allocation, professional oversight, and access to alternative investments like commercial real estate. Our approach combines local insight with institutional expertise for tax-efficient, diversified growth.
Tax Counseling
Our tax counseling service helps clients understand how income, investments, and withdrawals affect their financial picture. We provide practical guidance on tax-efficient strategies and can refer clients to trusted accountants for specialized needs. This service focuses on simplifying complex tax considerations for long-term financial clarity.
Retirement Planning
We develop clear, goal-oriented retirement plans tailored to individual needs. Our strategies integrate pension decisions, income streams, and cash flow management to ensure financial security. Clients benefit from personalized guidance on navigating retirement transitions and optimizing long-term financial stability.
Estate Planning
Our estate planning service provides guidance on legacy intentions and key planning steps. We help clients structure their estates, ensure proper documentation, and connect with legal professionals for specialized needs. This service focuses on preserving wealth and simplifying estate transitions for future generations.
People
Murray Callaghan
Certified Financial Planner
With over 25 years of experience, Murray Callaghan provides independent financial planning and investment advice in Campbell River. Known for his straightforward approach and commitment to integrity, he partners with professional portfolio managers and offers personalized guidance tailored to clients' unique financial goals.
Questions
What services does CR Wealth Management offer?
We provide fee-for-service financial planning, investment management, retirement strategies, tax counseling, and estate planning. Our services focus on personalized, conflict-free advice tailored to individual financial goals.
How is CR Wealth Management different from other financial advisors?
We operate without sales targets or commissions, prioritizing client needs over product sales. Our low-volume practice ensures personalized attention, and we maintain strict ethical standards through FP Canada's Code of Conduct.
Do you offer free consultations?
Yes, we provide a free initial consultation to discuss your financial needs and determine if our services align with your goals. No pressure or obligations are involved.
What areas do you serve?
Based in Campbell River, BC, we serve clients across British Columbia and Alberta, offering personalized financial planning and investment management tailored to regional needs.
What are your fees for financial planning services?
Our fee-for-service planning starts at $100/hour, with typical engagements costing $500. Investment management fees vary based on portfolio size and complexity, discussed during your initial consultation.
Reviews (6)
Anita Brochocka
Jan 24, 2021
Report
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
Marian Paterson
Oct 22, 2020
Report
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
Report
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
Report
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.
Bo Baillie
Jul 13, 2016
Report
Murray is the consummate professional who uses his vast knowledge to help make decisions easier. Thank you for your sound advice and continued support.
Don Poty
Jan 03, 2016
Report
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.
