Experience. Insight. Confidence.

Offering independent financial planning, retirement strategies, and investment advice from Campbell River.

Meet Murray Callaghan, CFP®

With over 25 years of experience in financial planning and investment advice, Murray Callaghan brings practical, straightforward guidance to a select group of clients. As a Certified Financial Planner based in Campbell River, Murray partners with professional portfolio managers while serving as the main point of contact for his clients’ evolving financial needs. His approach is built on trust, transparency, and deep industry insight.

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Tailored Financial Services

Investment Planning

Strategic, personalized advice to help grow and preserve your wealth.

Retirement Planning

Clear, goal-oriented strategies to prepare for and enjoy retirement.

Estate Planning & Professional Referrals

Guidance on legacy planning, with access to trusted accountants and legal professionals.

Insights That Matter

For over 25 years, Murray has offered trusted commentary on economic and market trends. His Monthly Updates provide thoughtful, practical insight on how global forces may affect your financial strategy.

To CPP or not to CPP

That is the question.  Not if, but rather when.  The exception being incorporated business owners that have chosen not to contribute for a variety of reasons. As it sits, both employees and employers pay 4.95% each towards CPP.  The self-employed are responsible for both portions.  The YMPE (yearly maximum pensionable earnings) for 2013 is $51,100…

My Mission

To be the most trusted financial professional in the region delivering meaningful advice to clients whom seek and will act upon my counsel.

Murray Callaghan