Calla Financial

Independent Financial Advisor Difference - The Team Approach

Call for a No-Obligation Review of Your Current Plan.

We Support Your Health, Financial Wellness & Balance

Providing Insurance, Retirement and Financial Wellness Solutions for Individuals & Organizations in Canada.

Role of the Independent Financial Advisor

Role of the Independent Financial Advisor

As an independent financial services agency, Calla Financial Services Ltd. acts solely in your best interest. We aren't beholden to sell the products from one institution, or from a select handful of companies. Instead, our clients are given the freedom to choose from a wide selection of Canadian companies that provide quality insurance, investment...

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Meet Our Team

Meet Our Team

Rely on our successful and experienced team to answer any questions you might have about the world of employee benefits, group retirement, wealth management, and individual insurance products. It’s our business to help you, your business and your employees to feel positive, safe and secure about the future. We recognize the importance of developing a relationship that’s built on trust and dedication. We want to get to know you and your needs so that our recommendations and advice are always based upon your best...

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Our Providers

We Work with Canada's Leading Insurance Providers.


“Improving Life as the Canadian leader in mental health and addiction services.”


“The fourth largest life and health insurance company in Canada.”


“We help organizations to help their people because engaged people are the driving force of business.”


“Canadians have turned to Equitable Life since 1920 to protect what matters most.”


“Pacific Blue Cross has been British Columbia’s leading benefits provider for over 70 years.”


“BBD is the Benefit Solutions Partner for working Canadians and their families.”


“ENCON Group Inc. has been a trusted name in professional liability and construction insurance, as well as group and retiree benefits for many years.”


“Manulife Financial is a leading Canada-based financial services company with principal operations

in Canada, Asia and the United States.”


“Our history and long-standing commitment to our customers have made us a leading player in the Canadian financial services market.”


“At Great-West Life, we take pride in our history of serving the financial security needs of Canadians.”

  • Homewood Solutions
  • Industrial Alliance
  • Shepell
  • Equitable Life
  • Pacific Blue Cross
  • Benefits by Design
  • Encon
  • Manulife Financial
  • Sun Life Financial
  • Great West Life