2831 St. Joseph Blvd Orleans, ON k1c1g6 CA

rob@mccallanfinancial.com

rob@mccallanfinancial.com

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McCallan Financial
Insurance
Consultancy

McCallan Financial Insurance ConsultancyMcCallan Financial Insurance ConsultancyMcCallan Financial Insurance Consultancy

The Right Insurance Solution

The Right Insurance SolutionThe Right Insurance Solution

Get the right insurance plans for peace-of-mind!

Get a FREE QUOTE

Reviews

IN THE KNOW

Planning a Trip in Canada? ADD TRAVEL INSURANCE

Planning a Trip in Canada? ADD TRAVEL INSURANCE

Planning a Trip in Canada? ADD TRAVEL INSURANCE

Make sure to protect you and your loved ones against things we can plan for when taking a trip!

Insurance 101

Planning a Trip in Canada? ADD TRAVEL INSURANCE

Planning a Trip in Canada? ADD TRAVEL INSURANCE

Understand What insurance is and how it works

Working with an Insurance Advisor

Working with an Insurance Advisor

Working with an Insurance Advisor

You Don't have to do it alone - we are here to help you understand your options and make the that is best for you.

Mortgage Protection Insurance

Working with an Insurance Advisor

Working with an Insurance Advisor

Ensuring you are able to make mortgage payments during difficult times should be very top of mind if you own your home


What We Are All About

Protecting Futures

Developing Solutions

Protecting Futures

We have  over 30 years of insurance experience helping clients prepare for the unknown. Ask us about:

  • Life
  • Critical Illness 
  • Prolonged Disability
  • Health and Dental Plan
  • Travel insurance
  • Employee Benefit plan

 

Assessing Need

Developing Solutions

Protecting Futures

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.


Developing Solutions

Developing Solutions

Developing Solutions

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.

Products we offer

Insurance Planning

Life insurance

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


  • Term Life insurance for 10,20,30 and even to age 100
  • Universal Life insurance is an amazing financial tool to both protect and grow your assets
  • Permanent insurance offers a lot of guarantees at an affordable premium
  • Whole life Insurance is the highest value product on the market that allows your coverage grow with time and provide long term financial Security

 

meeting clients and helping them feel secure

Health & Living Benefits

Making sure that you and your family are protected against financial hardship is the cornerstone of Health Insurance.  We Offer:


  • Personal Health and Dental Insurance for those not covered by their employer
  • Critical Illness Insurance to cover you should you be diagnosed with any of the Illnesses cover such as Cancer, Heart Attach, or Stroke
  • Disability Insurance will protect you if you can't work due to sickness or injury


meeting with younger clients and explaining insurance options

Group Benefits

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


  • Review and analysis of existing programs
  • Market Survey for like industry and cost comparison
  • Full Implementation and Service of Group Plan
  • Cost Mitigation Planning
  • Annual Renewal processing 

Find Out More

Long Term Investment Strategies

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


Senior Insurance Consultant

R.M. (Rob) McCallan, BA

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.

Associate Insurance Consultant

Caitlin Mccallan, Ba (econ)

  

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.  


caitlin@mccallanfinancial.com

Contact Us

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McCallan Financial

Ottawa, Ontario, Canada

Hours

We are by Appointment Virtually or in person


Copyright © 2020 Mccallan financial - All Rights Reserved.

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