The Right Insurance Solution
Get the right insurance plans for peace-of-mind!
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Get the right insurance plans for peace-of-mind!
We have over 30 years of insurance experience helping clients prepare for the unknown. Ask us about:
It starts with understanding the person. Realizing what is important for the client through deep discovery and thoughtful Interview process.
Then we do a hard look at the data/analytics of the client to see which pathway we head down first.
Everyone has different insurance needs. Our role is to work with the client to let the math tell the story about how we can develop a customized solution for our client.
Protecting your family and/or your business is the more important peace of mind we can offer. Having the proper type and amount of coverage will give you that comfort we all see. We offer
Making sure that you and your family are protected against financial hardship is the cornerstone of Health Insurance. We Offer:
Making sure your employees and their families against high medical and dental costs is the single most important benefit an employer can offer their employees. We offer complete Benefits Consulting
At McCallan Financial we have sourced the highest quality and feature rich investment contracts with some of the largest investment providers in Canada. We use time tested Segregated Funds -which are unitized investment funds provided within an insurance contract that provide Maturity Guarantees and Death Benefit Guarantees.
We Offer:
-GICs
-TFSAs
-RRSPs
-LIRAs -transfer of previous Pension
-RESPs
-RRIFs
-LIFs
Rob began working in the insurance industry right out of University starting in 1993. Since that time he has gained extensive and industry leading experience working with individual clients and business clients to protect them against financial hardship during difficult times due to unforeseen events. Rob has been an resident of Ottawa since 1984 and has been serving his community in numerous charitable and sporting clubs for over 30 years. He has become know as one of the most trusted Advisors by his clients.
Hailey comes to us from a successful career in retail management. She is dedicated to the process of finding the right solution for every client based on their unique financial needs and goals. She believes in transparency to foster a safe space for open and honest conversations. Hailey provides expert Insurance planning while striving to maintain close relationships with her clients. Hailey is a lifelong resident of the Ottawa Area with strong family ties as well to the region
Caitlin is a recent Carleton University Graduate, with a degree in Economics. She brings a strong awareness of current economic conditions to our team. She has developed her professional skills by working for the federal government as an Economist over the past 3 years. Her strong analytical skills add to our collaborative process with referring advisors and clients, by being able to deeply understand both the solutions and the relationships that we build. She is a leader both in business and in our community. Most recently she was working as an Assistant Coach for the Carleton University Ravens Men’s football team.
Ottawa, Ontario, Canada
We are by Appointment Virtually or in person
Copyright © 2020 Mccallan financial - All Rights Reserved.
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