Robert McCullagh, CFP, CLU, CH.F.C, RHU

robert@benefitplanners.ca

Two of Robert’s fundamental beliefs to supporting his clients with Quality Financial Advice and Service are Partnership and Process.

 

Partnership is when both parties are accountable to each other to achieve a goal. The client’s accountability is to educate themselves with regards to financial knowledge so that Robert can help them make quality financial decisions. Robert’s accountability is to provide his clients with quality financial information to support their financial goals.

 

Process is all about being consistent at executing the client’s financial strategy over a period of time

 

As a Financial Advisor, with an extensive history of working with business owners and entrepreneurs and their families, Robert has come to understand that there are five key financial risk factors that his clients want addressed so they can stay focused on growing their business:

1.   Tax Planning

2.   Estate Planning

3.   Health Planning

4.   Legacy Planning

5.   Peace of Mind Planning

Financial advisor Robert McCullagh brings thoughtful leadership and a long-term perspective to his new role as Advocis chair. In the March, 2011 publication of Forum Magazine, Robert talks to Kristin Doucet about life lessons, work-life balance and the family he calls Advocis.