Calla Financial Services is a fully independent financial planning and registered investment advisory firm that operates on a fiduciary basis, legally obligated to act in their clients' best interests. The firm specializes in creating personalized financial strategies for individuals and families, focusing on comprehensive services including retirement planning, investment management, insurance, estate planning, and tax planning. By avoiding proprietary products, they aim to provide unbiased advice and tailored solutions to help clients navigate their financial journey and secure their future.

Founded in

Canada