Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Our level of service is first-class because we prioritize focusing on helping Clients achieve their goals. We make sure that Clients are confident and satisfied in every stage of their financial journey. Our highly skilled team is committed to listening and working hard to meet Clients' needs. We also connect with other accredited professionals such as lawyers and accountants when necessary.

McCulloch Financial Solutions Inc.

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Ian McCulloch

I joined Sun Life in 2013 after spending two decades working with one of the largest Property and Casualty Insurance Brokers in Nova Scotia. My analytical skills served me well as the Director of Information Technology. I decided to take those skills and combine them with my affinity for helping people. I’m proud to be a CERTIFIED FINANCIAL PLANNER® (CFP®).

My family moved to Alberta in 2015 at the height of the oil and gas crisis. I wanted to empower the hard-working people of Calgary and surrounding area with tailored financial plans that they could feel confident in. 

Client relationships are my top priority. Clients are the reason I do what I do. Listening to their dreams and helping to provide clarity to their unique situation is my ultimate goal. My process ensures that Clients understand their options. Then they can make informed financial decisions and live the lives they want. 

My wife and I have three children and we live in Cochrane, Alberta. In my free time, I enjoy Geocaching, hiking and giving back to my community. Kim and I offer Canadian hospitality to new international students. We enjoy learning about other cultures and love to travel.

Job Title: Financial Planner, Sun Life, CFP®, CHS™

Languages spoken: English

Phone: 403-775-2230

Email: ian.mcculloch@sunlife.com

Address: Calgary, AB

Alex Coetzee

Since 2003, I have worked in investments, insurance, banking, risk management, debt consolidation and higher education. This experience has given me a comprehensive understanding of the importance of personal financial strategies.

After joining Sun Life in 2020, I put my knowledge into practice by guiding Clients on their financial journey. My aptitude for empathizing and listening to Clients, helps to develop financial solutions aligned to help achieve their goals. 

As a former professor, I enjoy educating Clients on their options so they understand where their money is going and why. They appreciate my personable, patient approach and the peace of mind that comes with it. 

As a husband and father of two energetic children, I recognize the importance of health and financial well-being. Away from the office, I enjoy playing tennis and traveling. I also like to contribute to Workshops for new Canadian immigrants, encouraging and supporting them throughout this transition period. 

Job Title: Associate Advisor, Sun Life, CHS™, M. Comm


Languages spoken: English

Phone: 403-775-2230

Email: alex.coetzee@sunlife.com

Address: Calgary, AB

Lauren Hankewich

I have had the pleasure of being part of the McCulloch Financial Solutions team since early 2021. It has been a natural fit into a team dedicated to helping others achieve their goals. I bring over 10 years of customer service experience to the team. I’m happy to serve as one of your first points of contact when you connect with your advisor.


I moved from Calgary to Squamish, BC, in 2020. My husband, son and I are all thrilled to live on the coast. We enjoy having access to all the hiking, rock climbing and outdoor family adventures that we could want.

Job Title: Service Associate, Sun Life

Languages spoken: English

Phone: 403-775-2230

Email: lauren.hankewich@sunlife.com

Address: Calgary, BC

Kathy Davis

I am an administrative professional and I joined Ian’s team in August 2021. I've worked in various industries including investments, public practice accounting and the information technology sector. I worked for a reputable financial services firm for several years as well as an accounting firm for seven years. My experience has given me the ability to effectively help Clients. With a focus on scheduling appointments and working through administrative issues and insurance requests. 

I'm a home-grown Alberta girl who lived in Peachland, BC for about a year. But I missed Calgary, so I came back! I graduated from Southern Alberta Institute of Technology in 2005. In my spare time, my husband and I camp out in the Kootenay Valley at my family's acreage. We enjoy playing video games and doing abstract "acrylic paint pour" art. We have two kitties who we love to bits.

Job Title: Advisor Assistant, Sun Life

Languages spoken: English

Phone: 403-775-2230

Email: kathy.davis@sunlife.com

Address: Calgary, AB

Rebecca Capeling

I have been an administrative professional for most of my career. I have had the chance to work in various industries including corporate law and with non-profit organizations. Throughout my experiences, I’ve always enjoyed interacting with Clients and providing varying levels of customer service.

I joined the team at McCulloch Financial Solutions in 2023. Since then I have highly valued being part of a team that values and invests in Clients. I enjoy being able to use my knowledge and understanding to assist both Clients and my team.

I’m originally from Ontario. While I love making trips back in the summer to see family, the mountains and Alberta culture have a special place in my heart. I’ve been happily settled and enjoying mountain views in the Calgary area for almost ten years. I spend much of my spare time investing in my community, singing, reading and chasing sunsets.

Job Title: Service Associate, Sun Life

Phone: 403-775-2230

Email: rebecca.capeling@sunlife.com

Address: Calgary, AB

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