Investment Management
Full-Service Portfolio Management
(Investable Household Assets >$400K)
Take control of your financial future with expert investment guidance and a trusted team behind you. Murray Callaghan partners with a boutique portfolio management firm to provide clients with institutional-level investment management that’s personalized, tax-efficient, and built to grow with you.
Strategic Asset Allocation
Working with a dedicated portfolio management firm offers more than just convenience—it’s about leveraging decades of experience, strategic insight, and personalized service to build wealth confidently. Whether you're growing your investments or preserving capital, Murray offers tailored solutions backed by expert partners.
Investment Management Services
Strategic Asset Allocation
Custom portfolios designed to align with your goals, risk tolerance, and time horizon.
Professional Oversight
Access to Deluca Veale Investment Counsel—registered experts in Canadian & U.S. securities.
Alternative Investments
Diversify with Realstream’s curated commercial property investments across BC and Alberta.
Experience That Builds Confidence
For over 25 years, Murray Callaghan has built lasting client relationships through a thoughtful, hands-on approach to investment strategy. As a trusted referrer to Deluca Veale Investment Counsel in Comox, Murray ensures his clients have access to a higher level of portfolio management—previously available only to ultra-high-net-worth investors.
This partnership combines local insight with institutional expertise, offering actively managed portfolios, transparent reporting, and ongoing financial counsel. With access to diversified commercial real estate through Realstream and a focus on tax-efficient returns, your investments are aligned with long-term success.