With a strong foundation in finance and a university education focused on markets and investment strategy, Calum brings a thoughtful, transparent approach to wealth management. Since beginning his career with Research Capital, he has spent the past seven years helping clients navigate complex financial decisions with honesty, clarity, and purpose. Calum believes that sound advice starts with genuine understanding—and he takes the time to align every strategy with his clients' unique goals, risk tolerance, and long-term vision.
What sets Calum apart is his dedication to cultivating long-term, trust-based relationships. He believes that success is built on consistent communication and a deep understanding of his clients' goals. By working closely with high-net-worth individuals and corporate executives, Calum ensures that every strategy is personalized and aligned with each client's unique financial aspirations and risk profile—fostering partnerships that grow and evolve over time.
We proactively notify qualified clients of select opportunities - giving them the chance to evaluate based on their goals, interests, and risk profile and participate before offerings close. At Research Capital, our clients are the first to be notified of high-potential brokered and non-brokered private placements, IPOs, and early-stage offerings in the Canadian equity markets. We proactively source and filter opportunities, ensuring you're positioned to act on the right deals—at the right time.
For us, relationships come before transactions. We take the time to understand your full financial picture — your goals, values, risk tolerance, and long-term vision — so we can build strategies that truly reflect your priorities. You'll receive proactive, transparent communication and tailored advice at every stage. Your success is our mission, and we're with you for the long run.
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