Welcoming Rob McCallan: Protecting Futures with Experience and Integrity

Updated:
May 30, 2025

At Scrivens Insurance and Investment Solutions, we’re committed to helping our clients prepare for the unexpected and build long-term financial security. We’re excited to welcome Rob McCallan to our team—an experienced and principled advisor who shares our vision of personalized, values-based service.

With more than 30 years of experience in financial services and insurance, Rob specializes in helping businesses, individuals and families protect what matters most. His areas of focus include:

  • Employee Benefit Plans
  • Health & Dental Plans
  • Life Insurance
  • Critical Illness Coverage
  • Prolonged Disability Protection
  • Travel Insurance

A Thoughtful, Personalized Process

Rob begins every client relationship with a conversation—an opportunity to listen, understand, and uncover what’s truly important. From there, he uses analytics and financial data to guide the path forward, crafting solutions tailored to each client’s unique needs.

A Trusted Advisor with a Proven Track Record

Since beginning his career in 1993 with a predominant life insurance company, Rob has held key advisory and leadership positions in the industry and has built a trusted practice serving more than 800 households. In 2014, he launched his own independent advisory business and has since continued to provide thoughtful, customized insurance solutions.

Rob is known for his client-first approach, guided by core values that include:

  • Listening Before Acting
  • Always Doing What’s Right
  • A Service-Driven Mindset
  • Complete Honesty and Transparency
  • Family First

A Deep Commitment to Community

A proud Ottawa resident since 1984 and a graduate of Carleton University, Rob has always found ways to give back. He’s contributed to organizations like Junior Achievement, Diabetes Canada, and the Heart and Stroke Foundation, coached youth sports for over 20 years, and participated in local business development efforts. His dedication to both community and client care is evident in everything he does.

Please join us in welcoming Rob to the Scrivens team. Whether you're exploring life insurance, planning for long-term care, or looking to enhance your employee benefits offering, Rob is here to help with insight, compassion, and clarity.

Want to connect with Rob?

Rob McCallan, BA, CSC

Director of Group Benefits and Life Insurance

rob@mccallanfinancial.com

613-782-1102

www.scrivens.ca

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FAQs

What is financial advising?

Financial advising involves providing guidance and advice to individuals, families, or businesses to help them make informed decisions about their financial matters. This can include various aspects such as investment planning, retirement planning, tax planning, estate planning, and more. Financial advisors analyze their clients' financial situations, goals, and risk tolerance to create customized strategies that align with their objectives.

Why is financial planning important?

Financial planning is crucial for several reasons:

Goal Achievement: It helps individuals set and achieve financial goals, whether they are short-term, such as buying a home, or long-term, like funding a comfortable retirement.

Risk Management: Financial planning addresses risks by considering insurance, emergency funds, and other protective measures.

Budgeting and Saving: It promotes responsible money management through budgeting and saving, fostering financial stability.

Wealth Building: Effective financial planning can lead to wealth accumulation and the creation of a secure financial future.

Can financial advisors help with debt?

Yes, financial advisors can help with debt management. They can assess your overall financial situation, create a budget, and develop strategies to pay down debt efficiently. They may also negotiate with creditors on your behalf, provide debt consolidation recommendations, and offer guidance on prioritizing and managing debt repayment.

What exactly does a financial advisor do?

The specific responsibilities of a financial advisor can vary, but generally, they:

  1. Conduct a thorough analysis of a client's financial situation, including income, expenses, assets, and liabilities.
  2. Develop personalized financial plans based on the client's goals, risk tolerance, and time horizon.
  3. Provide investment advice and portfolio management services.
  4. Offer guidance on retirement planning, estate planning, tax planning, and insurance.
  5. Monitor and adjust financial plans as needed based on changes in the client's life or market conditions.
  6. Educate clients on financial matters and empower them to make informed decisions.
What is the average fee for a financial advisor?

The fees charged by financial advisors can vary widely based on factors such as the advisor's experience, the services provided, and the region.

Common fee structures include:

Hourly Fees: Advisors charge an hourly rate for their services.
Flat or Fixed Fees: A set fee is charged for specific services or a comprehensive financial plan.
Asset-based Fees: Fees are a percentage of the assets under management (AUM).
Commission-based Fees: Advisors earn commissions on financial products they sell.
Combination of Fees: Advisors may use a combination of the above fee structures.
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It's important to discuss and clarify fee arrangements with a potential financial advisor before engaging in their services.