Rob Lulic

Q: What is Rob Lulic Cfp(r) email address?

Email Rob Lulic Cfp(r) at roblulic@shaw.ca and rob.cfp@cma.ca. This email is the most updated Rob Lulic Cfp(r)'s email found in 2026.

Q: How to contact Rob Lulic Cfp(r)?

To contact Rob Lulic Cfp(r) send an email to roblulic@shaw.ca or rob.cfp@cma.ca. If you want to call Rob Lulic Cfp(r) try calling on +16048396975 and 604-736-7778. (updated on September 28, 2024)

Senior Financial Consultant at MD Financial Management | Gestion financière MD | Vancouver, British Columbia, Canada

About Rob Lulic

Rob Lulic, CFP®, is a seasoned Senior Financial Consultant at MD Financial Management, where he leverages his extensive expertise to empower physicians and their families in navigating the complexities of wealth management. With a strong foundation in financial planning, investment management, and retirement strategies, Rob is dedicated to helping clients define and achieve their financial aspirations through personalized, strategic approaches. His role involves not only crafting tailored wealth management strategies but also collaborating with a diverse team of specialists in areas such as risk management, tax optimization, and estate planning.

At MD Financial Management, Rob is currently spearheading key projects aimed at enhancing financial literacy among healthcare professionals, ensuring they are equipped with the knowledge to make informed decisions about their financial futures. His commitment to providing comprehensive financial solutions is complemented by his proficiency in tax-savings strategies and wealth protection, allowing him to address the unique financial challenges faced by physicians.

Rob’s academic background, with a BA in Psychology and Business from Simon Fraser University, enriches his approach to client relationships, enabling him to understand the emotional and psychological aspects of financial decision-making. His dual designations as a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) further underscore his commitment to excellence in the financial services industry. Through his holistic and client-centric methodology, Rob continues to make a significant impact at MD Financial Management, guiding clients toward a secure and prosperous financial future.

Rob Lulic Work

Senior Financial Consultant at MD Financial Management | Gestion financière MD in September 2018 to Present

Investment Advisor at National Bank Financial in March 2013 to September 2018

Investment Advisor at TD in January 2011 to March 2013

Rob Lulic Education

Simon Fraser University, BA, October 1989 to October 1992

DP Todd Secondary, October 1981 to October 1985

Rob Lulic Skills

Wealth Management

Strategic Financial Planning

Retirement Planning

About Rob Lulic's Current Company

MD Financial Management | Gestion financière MD

Discover more about MD Financial Management | Gestion financière MD

Frequently Asked Questions about Rob Lulic

What is Rob Lulic Cfp(r) email address?

Email Rob Lulic Cfp(r) at [email protected] and [email protected]. This email is the most updated Rob Lulic Cfp(r)'s email found in 2026.

What is Rob Lulic Cfp(r) phone number?

Rob Lulic Cfp(r) phone number is +16048396975 and 604-736-7778.

How to contact Rob Lulic Cfp(r)?

To contact Rob Lulic Cfp(r) send an email to [email protected] or [email protected]. If you want to call Rob Lulic Cfp(r) try calling on +16048396975 and 604-736-7778. (updated on September 28, 2024)

What company does Rob Lulic work for?

Rob Lulic works for MD Financial Management | Gestion financière MD

What is Rob Lulic's role at MD Financial Management | Gestion financière MD?

Rob Lulic is Senior Financial Consultant

What industry does Rob Lulic work in?

Rob Lulic works in the Investment Management industry.