REGINA OFFICE - CUSTOMPLAN FINANCIAL ADVISORS INC.


Managing Partners

 

 

 

Brenner, Becky

SK

306.352.1002  beckyb@customplanfinancial.com

MacLean, Ian

BC AB ON

604.646.5801

ianm@customplanfinancial.com

Norman, Don

SK

306.352.1002

donn@customplanfinancial.com

 

 

 

 

Administration

 

 

 

Green, Kirsten

SK

306.352.1002

kirsteng@customplanfinancial.com

 

 

 

 

Independent

Associates

 

 

Baker, Bryan

Regina

306.585.6217 


bakerbryan@sasktel.net 

Beale, Jim 

Regina 

 

jbeale@lifestylebydesign.ca 


Beblow, Allan 

 

 

abeblow@sasktel.net 


Bodnar, James 

Preeceville 

 

bodnar.jadc@sasktel.net  


Brenner, Becky

Regina

306.352.1830

beckyb@customplanfinancial.com


Brown, Garry 

 

 

gbrown@sasktel.net  

Cameron, Mark 

 

Regina

 

mark.cameron@manulifesecurities.ca 

Chisholm, Chris

 

Regina

 

306.737.5031 

chris.chisholm@sasktel.net 

Closs, Brenda

Moose Jaw

306.694.6161 

bcloss@sasktel.net 

Dean, Bob  

 

 

rldean@sasktel.net 

Dean, John 

 

Regina 

 

dean.odishaw@sasktel.net  

Enns Valgardson Tracy

 

Moose Jaw

 

306.964.1434

 

tracyv@sasktel.net
www.athabascafinancial.ca

Foster, Doug 


Regina

dfoster@lbdca.com 

Grant, Ken

 

Saskatoon

 

306.244.1210

 

kgrant@grantfinancial.com

 

Hansen, Tim 

Saskatoon  

 


tim.hansen@manulifesecurities.ca
www.suttonfinancial.ca 

Harris, Bill 

Moose Jaw

bharris@sasktel.net 


Johnson, Neil 

Regina 

 

neil.johnson@sasktel.net


Kotrla, Ryan 

 

 

rkotrla@sasktel.net  

Lazo, Gary  


Regina  

 

garylazo@invis.ca  

Lipoth, James  


Regina  

 


james@wealthfinancial.com 

Luhning, Dawn

Moose Jaw

 

 

dmluhning@gmail.com  

McCoy, Roanna 

Lumsden

 

1.866.913.8869

 

mccoysolutions@sasktel.net
www.mccoysolutions.net 


Morrissette, Dean 

Regina 

 

deanm@customplanfinancial.com 


Norman, Don

Regina 

 

donn@customplanfinancial.com 

Pelzer, Dieter 

 

 

dpelzer@lifestylebydesign.ca 

Pitts, Stephanie 


Regina  

 

sdwilliams@sasktel.net 

Prima, Karen 


Regina 

 

karen.prima@manulifesecurities.ca 

Ripplinger, Ken 

 

 

k.ripplinger@sasktel.net 

Ryde, Ken 

Kindersley 

306.463.2167 

kryde@sasktel.net

Salmon, Shannon  


Moosomin 

 

shannonsalmon@sasktel.ca  

Schmalenberg, David 


Regina 

 

dave@equalsfinancial.ca 

Wolfond Financial  

 

 

www.wolfondfinancial.ca 

Worby, Chris 


Regina 

 

cworby@pipfs.com 

Worton, Bill 


Regina 

 

bwortin@sasktel.net 

 

 

 

 

Specialist

Services

 

 

Farm Estate Consulting

 

Group and Employee Benefits

GL Wealth Financial Services

Greg Lipoth 

greg@wealthfinancial.com 

Financial Divorce Specialist

Athabasca Financial

Tracy Valgardsson Enns.  CFP, FDS and EPC

tracyv@sasktel.net

Elder Planning Consultant

Closs Financial

Brenda Closs

bcloss@sasktel.net

 

 

 

 

General Insurance Property  

Property & Casualty

Agencies

 

Cathedral Insurance

Estevan

306-634-2671

 

LR Future Insurance

Yorkton

306-783-7737

 

Hordos Insurance Brokers 

Regina Beach 

306-729-3522 

 

Advisory Services
British Columbia
Alberta
Saskatchewan
Regina Office
Moose Jaw Office
Yorkton Office
Saskatoon Office
Manitoba
Ontario










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