Positive reviews for Ian McCulloch CFP, Sun Life Certified Financial Planner highlight his engagement, targeted information, and great team. Clients appreciate Ian's patience in explaining financial planning basics and his ability to tailor plans to their specific goals. The reviews mention that Ian's team feels like family and provides all the necessary details for well-prepared meetings. He is praised for his ability to simplify complex subjects and for his knowledge and professionalism. Ian is also commended for his focus on clients' goals, attention to detail, and dedication to providing personalized solutions. Overall, customers highly recommend Ian and his team for their financial planning needs. The unique facts about Ian McCulloch CFP, Sun Life Certified Financial Planner include his 5-year experience and the long-lasting relationships he builds with his clients. He is known for taking the time to explain the financial planning process and products, ensuring clients fully understand their decisions. Ian also maintains close professional relationships with lawyers and accountants, providing additional resources to help clients reach their goals. The specialty of Ian McCulloch CFP, Sun Life Certified Financial Planner lies in helping hardworking people set reasonable goals and increase their financial literacy. He walks alongside clients through important life events and focuses on building long-lasting relationships. Ian and his team provide personal attention and tailored solutions to meet clients' specific needs. Their obsession with going the "second mile" ensures that clients feel taken care of and confident in their financial futures.