Craig McCallan, originally from a small mining community in Northern Ontario, focuses on onboarding new families and ensuring each client’s experience begins with clarity and confidence. With extensive expertise in wealth management and advanced designations including CIM®, CFP®, and CEA, he brings structure and understanding to every financial conversation. Known for his ability to connect, Craig helps clients navigate complex decisions with ease.

Craig lives in Kingston with his wife and three children, where he enjoys family time, community activities, and supporting local initiatives. Craig & Tara are proud to be actively involved in several initiatives that support access, inclusion, and awareness of the disabled community
both locally and at a national level.