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

Secretary-Treasurer, CALU Board of Directors; Financial Advisor, Benefit Planners Inc.

Robert started his career in the financial service industry over 30 years ago. In 1999, he 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, he invested in and acquired his partners practice. For 18 years starting in 1997, he 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. He 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 Board member of CALU (Conference of Advance Life Underwriters) and the MDRT (Million Dollar Round Table) as a Life and Qualifying member.

Currently, Robert is Alberta PAC Co-chair. He is also the Chair of the National Legal & Regulatory Policy Committee.