About

The Callery Group offers trusted financial planning and life insurance services from offices in Port Perry at 204 Casimir St. and Oshawa at 381 Taunton Road East.

Led by Principal Wm. Brian Callery—a University of Western Ontario graduate holding CLU, CHFC, and CFP designations—the firm delivers personalized strategies meeting clients “where they are” through strategic partnerships like Callery & Capesky.

The expert team, including advisors Barbara Malone, support staff Leslie Higgins, and operations leads Elicia Singh and Linda Capesky, provides comprehensive financial security, estate planning, and legacy protection.

Contact toll-free at 1-800-399-8523 for tailored solutions prioritizing client futures