Wm. Brian Callery, Principal
Brian Callery CFP,CLU,CH.F.C., has been in the Insurance and Financial services business for over 30 years. Along with his team,
Brian built The Callery Group - a successful balanced planning firm, providing both personal and corporate financial planning for
business owners and executives, and employee benefits and pension consulting for corporate clients.
Brian is also active working with his community as well as
various fundraising initiatives. Brian attended The University of Western Ontario and is a Chartered Life
Underwriter (CLU), Chartered Financial Consultant (CHFC) and Certified Financial Planner (CFP).
Brian and his team have successfully dealt with the soft issues involved in family business as we now continue
on into our 3rd generation. Mike Winslow, President Winslow-Gerolamy Motors
Brian Callery and his team have been close and trusted personal and corporate advisors since I began my business in
1978 with only 3 employees. Ronald H. Ball, President, Escalator Handrail Company
We have benefited from [Brian's] integrity, knowledge and professionalism...
Norm Mackie, Vice-President, The Mackie Group
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