Craig Coulls, CFP CLU
Senior Financial Advisor
Certified Financial Planner
Craig has been a Financial Advisor since 2003; and obtained his Certified Financial Planner (CFP) in 2002 and Chartered Life Underwriter (CLU) designation in 2007.
Born and raised in Australia, owned a successful business for 11 years before relocating to Canada in 1999.
He has been a Financial Instructor with Dufferin Peel District Catholic School board educating adults on financial investments, retirement savings, tax saving strategies, estate planning.
Was a member of the Australian Canadian Chambre of Commerce from 2003 to 2007.
His practice includes dedicated individuals striving for above average service combined with advanced wealth accumulation and estate preservation strategies.
He offers holistic financial planning focusing on individual / family needs.
He is an avid Movember supporter, as well as a contributor to MS Charity community events. He enjoys playing golf, and supporting his children’s sporting activities such as Hockey, Swimming, Lacrosse, Skiing, and Rugby.