Michael Callahan

As a Senior Analyst within the Canadian Financial Planning division at Edward Jones, Michael is responsible for developing advice and guidance for Canadians by creating impactful thought leadership to help lead and coordinate strategy development.

Michael has over 25 years’ experience working in the financial services industry as an advisor, financial planner, educator, and subject matter expert. He has extensive experience working with clients in a traditional face-to-face environment as well as with one of Canada’s leading robo-advisory firms providing advice and guidance to clients in an online wealth management platform.

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 also an award-winning author with over 100 publications on personal finance topics. He has worked with many of Canada's financial services education providers to develop training, education, and exam preparation programs, helping advisors attain various industry licensing requirements, credentials, and designations.

At Edward Jones, Michael is responsible for the development of the firm’s financial planning guidance. He contributes regularly to the firm's Planning Perspectives client newsletter and other educational and technical initiatives, and partners with teams across Canada and the U.S. to ensure strategic alignment of behavioral insights and financial planning guidance. Michae leads several educational and training initiatives for Edward Jones advisors and associates and is a regular guest speaker at many Edward Jones client events.

Michael holds a Master of Science degree in U. S. Financial Planning and Client Psychology, and a Bachelor of Science degree from Memorial University of Newfoundland with double majors in Mathematics and Computer Science. Michael holds the Certified Financial Planner® designation, Chartered Investment Manager (CIM®), Certified Health Specialist (CHS), and Accredited Behavioral Financial Professional (ABFP) designations.