A certification of skill – a commitment to serve

Invest with experienced guidance

MacCallum & MacCallum Investment Management (MM) provides you with 60 years of combined investment experience, led by Senior Portfolio Managers, Private Client Group, Jason and Samuel MacCallum who, with their team, have managed investors’ portfolios through multiple market cycles. MM provides you with the individual attention and the first-hand experience and patience needed to assist you in achieving your financial goals.

Located in Toronto and Montreal we are licensed Portfolio Managers in Canada, and in the United States through Raymond James (USA) Ltd., enabling us to work with professionals, individuals, trusts and other entities throughout North America.

We are active discretionary managers who tailor your investments within the framework of traditional asset classes. If you would like to review your current situation, we invite you to contact us.

Unique solutions for business owners and entrepreneurs.
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Niches
A pragmatic approach to wealth management
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Delivering strategic solutions to support and sustain the mission of your foundation
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Helping you manage your financial success
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Helping physicians address their unique needs
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You are the centre of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Jason MacCallum

Jason

MacCallum Senior Portfolio Manager, Private Client Group
Sam MacCallum

Samuel

MacCallum Senior Portfolio Manager, Private Client Group
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
Sophisticated wealth management