Rick Mcculloch Email & Phone Number

Affiliated with Belmont Health and Wealth/The JDB Group.Currently managing Group Retirement / Group Life and Health benefit programs for select employers, specializing in but not limited to First Nations and Municipal governments.Investment only contracts for Endowments, Trust Funds, Indigenous Trust accounts, Pension Plans, Fraternal organizations and Foundations. Pleased to serve not for profit and charitable organizations.Providing and meeting employee benefit needs with clients in all of Atlantic Canada.We aim to: - Provide the highest level of service delivery to all clients, including key decision makers, plan administrators, and plan members - the ultimate end user- Create customized implementation strategies for all new plans based on client needs- Create and deliver personalized financial and retirement education programs for employees - Aligned with all major carriers and providers and supported by Belmont Health and Wealth, the largest employee benefit services provider in Atlantic Canada.- Service provider with links to Indigenous Bands and Services across Canada

Listed skills include Retirement, Wealth Management, Pensions, Retirement Planning, and 44 others.