Certified Financial Planner®

Ross CampbellB.Comm., CFP®, CLU

Since taking over the family business, Ross has been striving to develop meaningful and committed relationships with each of his clients and their families to help them achieve realistic and attainable financial goals. Ross’ practice focuses on Retirement Planning; Investment Planning; Insurance Planning; Tax Planning; Estate Planning; Group Benefits; and Education Savings Planning. He aims to empower clients to take control of their financial decisions by providing insight and knowledge, providing a thorough process to identify and achieve their financial goals.
 
Ross obtained his Bachelor of Commerce degree from the University of Calgary. He has worked in the financial industry for over 30 years, in banking, insurance, and investments. He holds the Chartered Life Underwriter designation (CLU) and Certified Financial Planner (CFP) designations.

Ross is a member of the Conference for Life Underwriting (CALU). CALU's mandate is to advance financial planning issues which include the range of advisory and marketing activities relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning. Ross is also a member of Advocis, whose members adhere to an established  professional Code of Conduct to uphold standards of best practice, participate in ongoing continuing education programs, and are committed to putting their client interests first.

Ross and his wife Nancy live in Calgary, Alberta. They enjoy spending time with their five children and their families. Ross is pleased to have Anne and Ben join him in the business as this represents helping clients achieve their financial goals and objectives for a third generation.

For over 20 years Ross has served on the board of TWR Canada and also the international board of TWR, a multinational evangelical Christian media distributor. TWR is the largest media organization in the world, and currently their programs can be heard in 160 countries in more than 230 languages and dialects.

 

Financial planning and tax services available through Camaco Financial Group. Inc.

 

Insurance services available through Ross Campbell.