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 Jul 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 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.

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Email format at MD Financial Management | Gestion financière MD

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*@cma.ca
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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 · 35 years

Rob Lulic Cfp®, Cim® work experience

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

Senior Financial Consultant

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 on my team’s extensive experience to provide the personalized advice and expertise that physicians require.As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), I work hard to ensure my clients are confident in their financial plan, and that my approach reflects their personal and professional financial goals. I'm dedicated to making myself easily accessible to clients and presenting often-complex financial information in a clear and concise way.I would welcome the opportunity to discuss your financial planning needs as they relate to your personal and professional goals. I can be reached at rob.lulic@md.ca or call 604-736-7778, ext. 4531. I look forward to hearing from you.

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 →

CD Christopher Daignault Christopher Daignault Colleague at Md Financial Management | Gestion Financière MdCalgary, Alberta, Canada View → JB Jean-François Bordeleau Jean-François Bordeleau Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada View → CD Corey Danyluk Corey Danyluk Colleague at Md Financial Management | Gestion Financière MdKelowna, British Columbia, Canada View → LL Lisa Leung Lisa Leung Colleague at Md Financial Management | Gestion Financière MdCanada View → CF Coren Finlay Coren Finlay Colleague at Md Financial Management | Gestion Financière MdNanaimo, British Columbia, Canada View → BP Betsy Piccolo Betsy Piccolo Colleague at Md Financial Management | Gestion Financière MdHamilton, Ontario, Canada View → MD Marianne Doyle Marianne Doyle Colleague at Md Financial Management | Gestion Financière MdGreater Windsor Metropolitan Area, Canada View → SN Steven Nguyen, Cfp Steven Nguyen, Cfp Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada View → CP Cyrilla Pougnet Cyrilla Pougnet Colleague at Md Financial Management | Gestion Financière MdMississauga, Ontario, Canada View → CS Cheryl Stephen Cheryl Stephen Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, 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 Christopher Daignault, Jean-François Bordeleau, Corey Danyluk, Lisa Leung, and Coren Finlay.

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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