Michael Callahan

As a client needs analyst with Edward Jones, Michael is responsible for developing advice and guidance for Canadians by creating impactful thought leadership to help lead and coordinate strategy development.

Prior to joining Edward Jones in 2022, Michael worked with several wealth management firms and education providers. Michael brings over 20 years' experience working in the financial services industry. He has extensive experience working with clients in a traditional face-to-face environment, as well as several years working for one of Canada’s leading robo-advisory firms providing advice and guidance to the firm’s clients in an online wealth management platform. His focus is coaching families, individuals, and business owners to help develop and implement long-term financial strategies. As a professor of Mathematics and Finance at Algonquin College in Ottawa, Michael specialized in helping his students achieve a higher level of understanding of real-life financial concepts and was a regular guest speaker at many community events.

Michael is passionate about behavioural science and economics and takes a behavioural approach to investment management and personal finances. His philosophy is that investment performance and investor performance are entirely different, and that investor behaviour is the dominant determinant of real-life investment success.

Michael is also an award-winning author with a clear writing style, a developed sense of pacing, and a talent for capturing the personal details that breathe life into any topic. He has 20 years of experience writing about financial topics for a general audience and has over 100 publications on personal finance topics. He has developed several training, education, and exam preparation programs, helping advisors attain various industry licensing requirements, credentials, and designations.

Michael earned his bachelor's degree from Memorial University of Newfoundland, with a double major in Mathematics and Computer Science. Michael holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified Health Specialist (CHS), and Accredited Behavioral Financial Professional (ABFP) designations.