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hal couillard

Hal has been in the financial services industry since May, 1976, starting with London Life after graduating from the University of Calgary. He is a Best Selling Co-author of “Lifeworth, finding fulfillment beyond networth” and has been a featured speaker for many years across Canada. Hal has volunteered extensively both in the financial services industry and outside. While serving as the Board Chair for Advocis in 1996, he had the opportunity to testify on behalf of the financial services industry in front of the Department of Finance as well as the Senate Banking Committee. He has travelled to Africa to climb Kilimanjaro (19,000′) and Argentina to attempt Aconcagua (23,000′). Hal also rides horses extensively in the Canadian Rockies and has ran two marathons.

Education

  • Bachelor of Commerce, University of Calgary

  • Chartered Life Underwriter (CLU), Life Insurance & Estate Planning

  • Chartered Financial Consultant (ChFC), Tax & Estate Planning

  • Certified Financial Planning (CFP), Retirement & Financial Planning

Professional Organizations

  • Advocis, Past National Chair Board

  • Charter Member. Conference of Advanced Life Underwriting

  • Estate Planning Council of Calgary

  • Wealth & Estate Planning Group

  • Chartered Life Underwriter

  • Legacy Wealth Coach Network

  • Bissett School of Management, Mount Royal University, Past Advisory Board Member

  • Foothills Country Hospice, Past Board Member