Ian McCulloch CFP, Sun Life Certified Financial Planner

Ian and his team have been a pleasure to work with. They are knowledgable, organized, and go the extra mile to answer your questions. I needed advising for personal, family, and business planning - Ian's team was able to help meet all of these needs. I like the idea of having one team manage all aspects of insurance/investing/planning as it helps create a focused strategy. Ian's team made this process simple and efficient.

After moving from Ontario to Alberta, my wife and I were lucky enough to find Ian while searching for a financial planner here in Calgary. He has worked with us to complete a full financial plan which is very detailed with specific actions and follow ups for all involved which we appreciate. He even set things up so we can see real time progress towards the goals that we set which we love. Ian always explains what it is he is recommending, with support material, so we know exactly what we are purchasing and how it will benefit us in the short and/or long term. It's very clear that Ian really cares about his clients and it shows in his work. The team Ian has with him is also second to none. Overall just a great experience.

Ian McCulloch has been an exceptional Financial Advisor for me and my wife as we reach the retirement phase of our life. It’s obvious Ian has taken many other folks through this stage as he holds abundant knowledge in all things financial. Needless to say, we learnt lots!Coupled with his large professional team, we appreciate all parties were very flexible with our schedule. I never dreamt we would meet up as often as we did, but we wanted to gain a comprehensive understanding to fine tune our big plan.Ian has a great understanding of how to retire successfully. We have complete trust in Ian’s judgement and insights in all our financial decisions.

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!

My husband and I were nearing retirement, and embraced our finances like an ostrich takes to burying our head in the sand. Add to this the strong sense of skepticism and suspicion when advisors offered to “help”. Then we opened the door, just a crack, to Ian. Yes, our finances were a mess, but with Ian’s gentle nudging, we are on the other side. Yes, we were intimidated by retirement but Ian provided peace of mind and dare I say, empowerment. Yes, any financial decision seemed overwhelming and risky, but Ian and his large team of professionals walked us through, even finding a tidy “pot of gold” we didn’t realize we had. Put your apprehension aside, call Ian.

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

Ian and his team are wonderful to work with. He takes the time to explain the basics of finances and how your portfolio should be set up to get you the best return for retirement or whatever your money goals are. Great advice and excellent service. I highly recommend Ian and his team at Sun Life.

MORE THAN JUST A SUITRecently, we had the pleasure of working with Ian and his team on an Insurance Policy. He was gracious and patient with our many questions (sometimes the same question multiple times) Ian wanted to make sure that we totally understood all the details of our policy. So no question is a stupid question.Knowing little about Insurance, we were overwhelmed with all the information and options. Ian walked us through all the process and details.He's thorough and well informed. Ian used his knowledge to make certain that the policy we were choosing was the best matched to our needs.You will feel comfortable with his easy going manner and down home kind of guy attitude. He's friendly, good sense of humour and was a pleasure to work with.His team is supportive and efficient. Kathy kept us well informed with emails and setting up Zoom calls. Sun Life rep, Thomas, filled in any blanks and provided good overall picture as well.You will be confident and satisfied with the level of attention that Ian and his team provide.

Ian McCulloch is well versed in financial planning and has a very good team. Together they have helped to establish me as a new client. They are detail oriented and very good to work with. I look forward to working with Ian and his team in the future.

My experience with Ian and the rest of the team has been nothing but positive. The attention to detail and support has been there every step of the way, which has helped bring a sense of assurance and understanding that I was missing when it came to understanding my finances and goals. The team is always there to answer any of my questions no matter how silly they may seem and ensure that I understand the process.If anyone is unsure or hesitant when it comes to financial planning I would highly recommend engaging with the Ian and the team at Sunlife to help.