Rob Lulic Cfp®, Cim®
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Rob Lulic Cfp®, Cim® Email & Phone Number

Senior Financial Consultant at MD Management Limited at MD Financial Management | Gestion financière MD
Location: Vancouver, British Columbia, Canada 5 work roles 2 schools
1 work email found @cma.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@cma.ca
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Current company
MD Financial Management | Gestion financière MD
Role
Senior Financial Consultant at MD Management Limited
Location
Vancouver, British Columbia, Canada
Company size
1168 employees

Who is Rob Lulic Cfp®, Cim®? Overview

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Quick answer

Rob Lulic Cfp®, Cim® is listed as Senior Financial Consultant at MD Management Limited at MD Financial Management | Gestion financière MD, a company with 1168 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at cma.ca and a matched LinkedIn profile for Rob Lulic Cfp®, Cim®.

Rob Lulic Cfp®, Cim® previously worked as Senior Financial Consultant at Md Financial Management | Gestion Financière Md and Investment Advisor at National Bank Financial. Rob Lulic Cfp®, Cim® holds Ba, Psychology And Business from Simon Fraser University.

Company email context

Email format at MD Financial Management | Gestion financière MD

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*@cma.ca
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AeroLeads found 1 current-domain work email signal for Rob Lulic Cfp®, Cim®. Compare company email patterns before reaching out.

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Profile bio

About Rob Lulic Cfp®, Cim®

Experienced Senior Financial Consultant with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Investment Management, Retirement Planning, Tax-savings Strategies, Wealth Protection. Strong finance professional with CFP & CIM designations, BA focused in Psychology and Business from Simon Fraser University.

Listed skills include Wealth Management, Mutual Funds, Bonds, Investment Advisory, and 18 others.

Current workplace

Rob Lulic Cfp®, Cim®'s current company

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MD Financial Management | Gestion financière MD
Md Financial Management | Gestion Financière Md
Senior Financial Consultant at MD Management Limited
Vancouver, BC, CA
Website
cma.ca
Employees
1168
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Company profile
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5 roles · 34 years

Rob Lulic Cfp®, Cim® work experience

A career timeline built from the work history available for this profile.

Senior Financial Consultant

Current
Md Financial Management | Gestion Financière Md

Vancouver, Canada Area

I help physicians and their families define and achieve their financial goals through the implementation of custom-tailored wealth management strategies. Using MD's unique team approach, I bring together experts from every discipline of wealth management, including financial management, retirement planning, risk management, tax and estate planning. I draw.

Sep 2018 - Present

Investment Advisor

National Bank Financial

Bentall 5 - 550 Burrard St., Suite #1028, Vancouver BC

- Full service wealth management & financial planning. - Tax-saving strategies - Retirement strategies & projection - Risk Management - Insurance and estate planning - Charitable giving

Mar 2013 - Sep 2018

Investment Advisor

Td

Vancouver, BC

- Wealth management and financial planning for families, professionals and corporations - Certified Retirement Strategist - Developed financial plans and investment strategies for high net worth clients

Jan 2011 - Mar 2013

Guitar Player - Founding Member

Rymes With Orange

Vancouver, BC

- Co-founder, performer and Co-songwriter of 3 top 10 hit songs in Canada including "Toy Train" - Juno Award Nominee for "Best New Group" - Sales of over 50,000 CD's internationally

1992 - 2005 ~13 yrs
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

Other employees you can reach at cma.ca. View company contacts for 1168 employees →

EM Eboua Moulare Eboua Moulare Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View → AG Anna Gulova Anna Gulova Colleague at Md Financial Management | Gestion Financière Md Toronto, Ontario, Canada, Canada View → DA Douaa Amir Douaa Amir Colleague at Md Financial Management | Gestion Financière Md Greater Ottawa Metropolitan Area, Canada View → AR Arash Rabie, Cfp, Cim, Ciwm, Mfa-P, Mti®, Tep Arash Rabie, Cfp, Cim, Ciwm, Mfa-P, Mti®, Tep Colleague at Md Financial Management | Gestion Financière Md Greater Ottawa Metropolitan Area, Canada View → AM Amandeep Mangat Amandeep Mangat Colleague at Md Financial Management | Gestion Financière Md Canada, Canada View → AC Ally Chan Ally Chan Colleague at Md Financial Management | Gestion Financière Md Edmonton, Alberta, Canada, Canada View → ML Matthew Lebaron Matthew Lebaron Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View → RG Ryan Grant, Mba, Cfp, Cim Ryan Grant, Mba, Cfp, Cim Colleague at Md Financial Management | Gestion Financière Md Toronto, Ontario, Canada, Canada View → JJ Jony Jr Jony Jr Colleague at Md Financial Management | Gestion Financière Md Dhaka, Dhaka, Bangladesh, Bangladesh View → HV Hanh Vo Hanh Vo Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View →
2 education records

Rob Lulic Cfp®, Cim® education

Ba, Psychology And Business

Simon Fraser University

Activities and Societies: Completed Level 1 of Chartered Financial Analyst (CFA) programPsychology/Business

Education record

Dp Todd Secondary
FAQ

Frequently asked questions about Rob Lulic Cfp®, Cim®

Quick answers generated from the profile data available on this page.

What company does Rob Lulic Cfp®, Cim® work for?

Rob Lulic Cfp®, Cim® works for MD Financial Management | Gestion financière MD.

What is Rob Lulic Cfp®, Cim®'s role at MD Financial Management | Gestion financière MD?

Rob Lulic Cfp®, Cim® is listed as Senior Financial Consultant at MD Management Limited at MD Financial Management | Gestion financière MD.

What is Rob Lulic Cfp®, Cim®'s email address?

AeroLeads has found 1 work email signal at @cma.ca for Rob Lulic Cfp®, Cim® at MD Financial Management | Gestion financière MD.

Where is Rob Lulic Cfp®, Cim® based?

Rob Lulic Cfp®, Cim® is based in Vancouver, British Columbia, Canada while working with MD Financial Management | Gestion financière MD.

What companies has Rob Lulic Cfp®, Cim® worked for?

Rob Lulic Cfp®, Cim® has worked for Md Financial Management | Gestion Financière Md, National Bank Financial, Td, and Rymes With Orange.

Who are Rob Lulic Cfp®, Cim®'s colleagues at MD Financial Management | Gestion financière MD?

Rob Lulic Cfp®, Cim®'s colleagues at MD Financial Management | Gestion financière MD include Eboua Moulare, Anna Gulova, Douaa Amir, Arash Rabie, Cfp, Cim, Ciwm, Mfa-P, Mti®, Tep, and Amandeep Mangat.

How can I contact Rob Lulic Cfp®, Cim®?

You can use AeroLeads to view verified contact signals for Rob Lulic Cfp®, Cim® at MD Financial Management | Gestion financière MD, including work email, phone, and LinkedIn data when available.

What schools did Rob Lulic Cfp®, Cim® attend?

Rob Lulic Cfp®, Cim® holds Ba, Psychology And Business from Simon Fraser University.

What skills is Rob Lulic Cfp®, Cim® known for?

Rob Lulic Cfp®, Cim® is listed with skills including Wealth Management, Mutual Funds, Bonds, Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial Planning, and Investor Relations.

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