McCulloch Financial Solutions Inc.
Area(s) served: Calgary, Alberta
Trustworthy advice you can count on
Our Mission
We partner with Clients in long-term, trusted financial advisory relationships. We accompany them on a journey of the most meaningful financial decisions of their lives.
We focus on providing financial peace of mind by delivering reliable service and customized advice. Our advice is designed to give Clients the confidence to pursue their dreams and achieve their goals.
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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
What you can expect based on feedback from Clients
We are:
Dependable. Clients often remark we go the extra mile. They are impressed with the level of service across the team. We partner with Clients for the long-term so they can expect consistent and reliable service and advice.
Knowledgeable. Our entire team is highly proficient in the work we do. We share all planning resources entrusted in our care for the enrichment of Clients. Knowledge is nothing without implementation so guiding and empowering Clients to make informed decisions gives us great satisfaction.
Patient. Clients are confident in their comprehensive plan because we make sure 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 all-inclusive data, we provide as much or as little information as a Client deems necessary. Behind the scenes, we capture every detail so the Client experience is seamless. We treat Client data and their financial plans as if they were our own.
Forward-Thinking. Ian started his career in the IT industry. He brings the same kind of progressive thinking required to be a Director of Information for two decades. He understands the benefits of integrating technology into the Client experience and happily offers a digital office experience for those who are keen to it.
Approachable. Ian's "East Coast" demeanor and easy-going style puts Clients at ease. His style is engrained across our team. We are happy to chat with Clients and hear about their lives. It can't be all work and no play. We genuinely enjoy the Clients who come across our path.
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