ROB MCCULLAGH

ROB MCCULLAGH CFP, CLU, CH.F.C., CHS

Robert started his career in the financial service industry over 30 years ago. In 1999 Robert became an independent broker with Benefit Planners Inc. and has built a successful practice of individuals and families as well as business owners and entrepreneur clients. His range of expertise includes wills and estate planning, powers of attorney, trust, tax planning strategies, insurance, investments, succession issues and employee benefits while providing recommendations to achieve overall goals and minimize tax. In 2011, Robert invested in and acquired his partners practice. For 18 years starting in 1997, Robert taught the CFP program and other financial planning courses at Mount Royal University and the University of Calgary.

Industry involvement is very important to Robert who has held several positions within the local Calgary Chapter of Advocis since 1992, including being President in 2004. Robert was an active member of the TFAAC Board of Directors and was Chair of the Board in 2011. He is a past chair of the Advocis Banff School, a member of CALU (Conference for Advanced Life Underwriting) and the MDRT (Million Dollar Round Table) as a Life and Qualifying member.

Currently, Robert is Advocis’s Alberta PAC Co-Chair and Advocis Chair of the National Legal/Regulatory Policy Committee. Robert is a Board Member of CALU (Conference for Advanced Life Underwriting). Outside Industry involvement includes Chair of the University of Calgary Insurance & Risk Advisory Board as well as Director of Uniwater.