Benefit Planners Inc. is a proven and professional team of financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, and are committed to putting their client interests first. 

Our team are trusted experts who provide a full range of insurance, investment and income services including estate and retirement planning, wealth management, risk management and tax planning.

Al Dowdell

Al Dowdell began his career in the insurance industry in 1969 in Windsor, Ontario.  !n 1973, he moved to Calgary with his family. After a number of successful years in management roles with two different insurance companies, he noticed that the focus of the industry was changing.

In 1979, Al became an independent insurance broker with a focus on representing clients, rather than insurance companies. As an independent broker, Al has established a significant and growing network of industry contacts and trusted relationships.

Al’s focus is on estate planning for individuals and businesses. For many years, Al has provided customized benefit programs for companies and corporations across in western Canada, as well as retirement planning for families and individuals.

Robert McCullagh, CFP, CLU, CH.F.C, RHU

Robert has over 20 years of experience in the financial and insurance services industry.  Along with his background in wealth counselling, he has substantial experience in teaching and training advisors throughout the financial services industry, from individual financial planners to top-level wealth management teams.

Robert started his career in the financial services industry with the Royal Bank over 20 years ago.  He joined Prudential of England as a life agent in 1989, where he developed the skills of financial planning and built a clientele for the next ten years. In 1999 Robert became an independent broker with Benefit Planners and has a successful practice of business owners and clients.

Robert began teaching the Certified Financial Planning (CFP) program at Mount Royal College in 1997, later taught the CFP program for the University of Calgary. In 2003 he developed and began teaching Personal Finance and Investing through Mount Royal College.

Industry involvement is very important to Robert who has held several positions within the local Calgary Chapter of Advocis since 1992, including being President in 2004. Robert is a current Board Member of the Financial Advisors Association of Canada (TFAAC) and is responsible for working with four regional schools. He is a past chair of the Banff School and remains on the organizing team.

Financial advisor Robert McCullagh brings thoughtful leadership and a long-term perspective to his new role as Advocis chair. In the March, 2011 publication of Forum Magazine, Robert talks to Kristin Doucet about life lessons, work-life balance and the family he calls Advocis.

READ MORE about Robert McCullagh.

Adelina Banks

Adelina Banks has recently joined the team at Benefit Planners, and will be providing a full range of insurance, investment and income services.

Adelina has a strong background in client services from her previous roles.  Before becoming a financial advisor, Adelina worked for many years in the oil & gas industry providing accounting and executive associate services.  Adelina is currently completing her Certified Financial Planner® certification.

Known for her strong customer service focus, the highest degree of professionalism and integrity, Adelina is committed to taking a holistic view toward helping our clients reach their personal and financial goals.

Liz Ferguson

Liz helps with the planning, organization and coordination of the daily operations of Benefit Planners Inc. Liz works directly with clients, partnering corporations and organizations.  She provides an exceptional level of service and support, while ensuring the efficient and productive operation of the company.

© Copyright 2011 Benefit Planners Inc.

Helping Clients Build and Manage Wealth

Suite 130, 6001-1A Street SW | Calgary, AB T2H 0G5 | (403) 294-9077 |

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