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

 

 

 

 

Independant

Associates

 

 

Low, Bob

Regina

306.205.1130

rmlowfinancial@accesscomm.ca

Watson, Dwight

Regina

306.546.6888

dwight.watson@manulifesecurities.com

Baker, Bryan

Regina

306.585.6217

bakerbryan@sasktel.net

Lipoth, Greg

Regina

306.530.1099

greg@wealthfinancial.com

Chisholm, Chris

Regina

306.737.5031

chris.chisholm@sasktel.net

Williams,Stephanie

Regina

306.535.4517

sdwilliams@sasktel.net

Klein, Doug

Regina

306.545.0363

lakewinds@accesscomm.ca

Hart, Bob

Ft. Qu'Appelle

306.332.6266

rhart@gmail.com

McCoy, Roanna

Bethune

1.866.913.8869

mccoysolutions@sasktel.net

Thompson, Carol

Saskatoon

306.668.5536

cadithompson@hotmail.com

Grant, Ken

Saskatoon

306.244.1210

kgrant@grantfinancial.com

Enns Valgardson Tracy

Moose Jaw

306.964.1434

tracyv@sasktel.net

Closs, Brenda

Moose Jaw

306.694.6161

bcloss@sasktel.net

Renton, Laurie

Yorkton

306.783.7737

lrfuture@accesscomm.ca

Trapp, Doug

Estevan

306.634.2671

doug.trapp@sasktel.net

Ryde, Ken

Kindersley

306.463.2167

kryde@sasktel.net

 

 

 

 

Specialist

Services

 

 

Farm Estate Consulting

Canada West Group

Dwight Watson

Dwight.Watson@manulifesecurities.ca

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

 

Tramer Agencies

Stoughton

306-457-2433

 

Smiths Insurance

Regina

306-359-3331

 

 

 

 

 

 

 

 

     

 

 

  

 

 

 

             

 

 

 

 

 

 

 

 

Marketing Directors
British Columbia
Alberta
Saskatchewan
Regina Office
Moose Jaw Office
Yorkton Office
Saskatoon Office
Manitoba
Ontario










    Name:     Email:
Designed and powered by Blender Media