About Calla Financial Services



Calla Financial Services  is an independent financial services agency operating in BC, Alberta and Yukon since 2006.

We have more than 80 combined years of experience in the financial services industry. Our motto is providing exceptional personalized service with health benefits, insurance,  and investment needs for companies and individuals. Members of Calla Financial Services specialize in their own respective field, from group benefits and coverage for employers to offering financial planning and investment options for individuals and the employees of our clients.

At Calla Financial Services Ltd, we are passionate about what we do: servicing every client of ours is unique. We take the time to know your business or your personal goals, understand your concerns and hopes for the future and then prepare a selection of financial solutions best suited for you. We are proud to have long-term relationships with our clients, and our average client relationship is over 6 years.

Our unique business model allows us to sell the products from not just one institution, or from a select handful of companies. Instead, our clients are given the freedom to choose from more than 10 Canadian Insurance companies that offer their best quality insurance, investment and employee benefit products available. By generating multiple quotes from competing insurers, we deliver competitive rates and diverse options for organizations and individuals to consider.


Note to our Clients | COVID-19 ANNOUNCEMENT

Dear Clients, As we continue to monitor the rapidly evolving situation of COVID-19, we have taken precautionary actions to keep our employees safe. Our team is working at full capacity from home, continuing to service your needs & queries. Our goals and philosophy to support you have not changed. We are your partner & we will continue to provide you with the answers & resources you need, and a positive experience during these difficult times. If you need assistance, please make sure to reach your servicing advisor directly or email us from our "Contact" page. Thank you for your continued support. We are thinking of you are remaining strong and resilient during these challenging days. Nick & Ida Calla and Calla Financial Services Team