Callum Caswell

Umbrella - Insurance

Financial Advisor

Callum came into the financial services field in 1992 with a resume that would suit him well. He had a farming background, had a history in sales and business ownership, as well as community service. All of these things helped him to understand the challenges faced by people in rural areas. He spent 3 years in life insurance sales before accepting the challenge of working with his peers as an assistant manager for 2 years. This experience led him to take on the Manager role for the next 5+ years. He came to understand that he really missed the connection with the public and he decided to return to the front lines. In 2002, he returned to work with Andrew Agencies as their life insurance and financial advisor. He continued to build his knowledge and obtained his Certified Financial Planner® (CFP) designation in 2006. He is currently pursuing the Chartered Life Underwriter (CLU) designation.

Callum’s extensive experience, and background have positioned him to become a risk specialist, with a large book of life, critical illness and group insurance in his portfolio. He also offers his business and personal clients a solid knowledge of the wealth management world.

Callum’s low key approach and professionalism have earned him many long term clients. He works with clients in many of the offices served by Andrew Agencies across southwestern Manitoba and southeastern Saskatchewan. Give your local office a call if you would like Callum to help with your specific needs.

CFP

callumcaswell@andrewagencies.com
Phone: 204-851-1722


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