McCulloch Financial Solutions Inc.
Area(s) served: Calgary, Alberta Sherwood Park, Alberta Edmonton, Alberta
Building long-term partnerships for financial peace of mind
We partner with you in long-term, trusted financial advisory relationships. We accompany you on a journey through the most meaningful financial decisions of your life. Our focus is on providing you with financial peace of mind by delivering reliable service and customized advice.
Clients are at the core of what we do. We are dedicated to listening to your dreams and providing clarity for your unique situation. Our process ensures that you understand your options, empowering you to make informed financial decisions and live the life you desire.
Client Centric Approach
Our team's passion for leveraging technology to enhance the Client experience has been instrumental, particularly during the challenges posed by the pandemic. Our proactive approach to digital adoption at Sun Life directly translates to smoother, more accessible interactions. By embracing innovation, our team continues to raise the bar for Client service, ensuring that your financial journey is both seamless and rewarding.
How we help
We give Clients a clear overview of their financial process and provide the resources and tools necessary for them to make better decisions based on their unique purpose and values. We simplify complex options to empower Clients to understand and take ownership of their plan. Ultimately, this process helps Clients achieve true peace of mind.
When we have a comprehensive picture of your financials, that is when we can maximize the value of our guidance. Clients often come to us asking about solutions like retirement savings or education savings to name a few. Rather than look at these strategies individually, we look at the entire financial plan. Our goal is to build the context that will help provide resolution to any and all concerns Clients have.
We ease the burden of managing financial details allowing Clients to achieve their life vision.
Products and services
Looking at retirement
Affluent and legacy driven
Business owners
What you can expect based on feedback from Clients
We are:
Dependable. Clients often remark that we go the extra mile. They are impressed with the level of service provided by our entire team. We forge long-term partnerships with Clients, ensuring they can expect consistent and reliable service and advice.
Knowledgeable. Our entire team is highly proficient in our work. We share all planning resources entrusted to our care for the enrichment of Clients. Knowledge is invaluable without implementation, so guiding and empowering Clients to make informed decisions brings us great satisfaction.
Patient. Clients have confidence in their comprehensive plans because we ensure they understand and are on board. We walk them through the details and welcome all questions.
Detail-oriented. Whether it's an executive summary or comprehensive data, we provide as much or as little information as a Client deems necessary. Behind the scenes, we meticulously capture every detail to ensure a seamless Client experience. We treat Client data and financial plans as if they were our own.
Forward-Thinking. Ian started his career in the IT industry and brings the same progressive thinking required for two decades as a Director of Information. He understands the benefits of integrating technology into the Client experience and happily offers a digital office experience for those who are keen on it.
Approachable. Ian's East Coast demeanor and easy-going style put Clients at ease. His approach is ingrained across our team. We are happy to chat with Clients and hear about their lives because it can't be all work and no play. We genuinely enjoy the Clients who cross our path.
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.