Ian McCulloch CFP, Sun Life Certified Financial Planner - Calgary
5/5
★
based on 8 reviews
About Ian McCulloch CFP, Sun Life Certified Financial Planner
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Contact Ian McCulloch CFP, Sun Life Certified Financial Planner
| Address : | 441 5 Ave SW Suite 570, Calgary, AB T2P 2V1, Canada |
| Phone : | 📞 +77 |
| Postal code : | 2 |
| Website : | https://advisor.sunlife.ca/ian.mcculloch/%3FWT.mc_id%3Den-ca:sem:organic:google:gmb |
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| City : | P |
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Rob Vinje on Google
★ ★ ★ ★ ★ Ian and his team are extremely focused on your goals and take great pride in supporting you through the journey. Amazing customer service, which is hard to come by these days. Really appreciate the attention to detail Ian takes each and every time we meet.
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Barry X on Google
★ ★ ★ ★ ★ Upon relocating to the Cochrane area in 2014, I had the opportunity to meet Ian McCullough as my SunLife representative. I am very pleased to recommend Ian as a financial and an estate specialist. He has proven to be a very knowledgeable and diligent individual with all aspects of my financial portfolios, both personal as well as my business interests. I look forward to a long and profitable relationship with Ian.
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Scott Palmer on Google
★ ★ ★ ★ ★ I have been investing with Ian and his team since 2017. During that time, despite significant market ups and downs, Ian has provided advice and product options that have weathered the storm and helped our family's savings to grow. Ian is a great listener who takes time to understand his client personally and is responsive to their needs.
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Tonya Vinje on Google
★ ★ ★ ★ ★ Ian McCulloch at Sunlife Financial is incredible! He helped my husband and I with a few different aspects of our financial planning.
He is knowledgable when it came to our existing plans and patient with us, as he educated us with our options and new opportunities, as well as successful at getting us on our way to our goals.
He also is very realistic and helped us with other connections we needed to make while planning for our future.
We highly recommend Ian and his team for any aspect of your financial planning needs!
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Jason Kenyon on Google
★ ★ ★ ★ ★ Besides getting us on track with our personal finances, Ian was integral in helping guide us in setting up our corporation, bringing accounting and legal resources to the table through his network, and of course setting up a corporate investment portfolio. Extremely happy with him and his team! Professional, organized, knowledgeable, and meticulous. They have been there for us every step of the way.
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Lonny Trapp on Google
★ ★ ★ ★ ★ Over the past several years Ian and his team have been very helpful as we have navigated the process of preparing financially for our retirement. And now, as a new retirees, we feel confident that we are prepared to enjoy this new chapter in our lives. He has been very patient and stepped us through the process with understanding and professionalism. We would definitely recommend Ian to anyone else.
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Scott Adams on Google
★ ★ ★ ★ ★ Ian provided us with hours of educational consultation with no pressure to sign on with him. I found Ian to be very knowledgeable when to came to retirement planning. He outlined a clear plan from day 1 to the end of life. After dealing with Ian, I can tell you that Ian honest and trustworthy fellow.
Post signing on, we were please to find Ian's team to be highly educated and very proficient at their jobs. The team made the transition to Ian easy and seamless.
Ian can also provide access host of other professionals related to your financial or legal needs.
Thank you Ian and your team.
Scott
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Paul James on Google
★ ★ ★ ★ ★ After engaging with several financial institutions and getting little feedback or engagement I was fortunate to meet Ian. Ian has shown incredible engagement, and given me targeted and important information to assist with my decisions.
Ian also has a great team working with him. All of whom bring an added advantage, and who are friendly and great to work with.
I would highly recommend Ian and his team if you are looking for financial guidance and advice!
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