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Vancouver Head Office
#1900 - 1500 West Georgia Street
Vancouver, British Columbia V6G 2Z6
CEO
Karl Krokosinski
Customplan Financial Advisors Inc.
P: (604) 687-7773
F: (604) 687-7763
E: karlk@customplanfinancial.com
Managing Partner & Chief Compliance Officer
Ian MacLean
Customplan Financial Advisors Inc.
P: (604) 687-7773
F: (604) 687-7763
E: ianm@customplanfinancial.com
Vice President Investments
Robert Hack
Customplan Financial Advisors Inc.
P: (604) 687-7773
F: (604) 687-7763
E: robh@customplanfinancial.com
Manager - Administration & Operations
Myra Ekkel
Customplan Financial Advisors Inc.
P: (604) 687-7773
F: (604) 687-7763
E: myrae@customplanfinancial.com
Manager - Insurance Services (New and Inforce Business)
Marg MacLean
Customplan Financial Advisors Inc. & Peak Insurance Services Inc.
P: (604) 687-7773
F: (604) 687-7763
E: margm@customplanfinancial.com
Heather Polak
Customplan Financial Advisors Inc.
P: (604) 687-7773
F: (604) 687-7763
E: heatherp@customplanfinancial.com
Administration - Investment Services
Rachelle Stevenson
Customplan Financial Advisors Inc.
P: (604) 687-7773
F: (604) 687-7763
E: rstevenson@customplanfinancial.com
Marketing Assistant
Elissa Amar
Customplan Financial Advisors Inc.
P: (604) 687-7773
F: (604) 687-7763
E: elissaa@customplanfinancial.com
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Fraser Valley Office
Khalsa Business Centre
8334 128th Street, Suite 205
Surrey, BC V3W 4G2
Sunanda Kikla C.L.U. ,C.H.S., E.P.C.
Consultant
P: (604) 250-9991
E: sunandak@customplanfinancial.com
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Kootenay Office
127A Kootenay Street
Cranbrook, BC V1C 3T5
Advisor Services
Colin J. Campbell - CFP, CLU, CH.F.C.
Guidance Planning / Portfolio Strategies
Toll Free: 1-877-417-0033
P: (250) 417-0033
F: (250) 417-0540
E: colin_campbell@guidanceplanningstrategies.com
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Vernon Office
3301 Coldstream Avenue
Vernon, BC V1T 1Y1
Advisor Services
Janet Fish - CFP
Equuis Wealth Management Inc
P: (250) 260-1104
F: (250) 545-1484
E: jefish@equuis.ca
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Vancouver Island Office
#109 - 1335 Bear Mountain Pkwy
Victoria, BC V9B 6T9
Advisor Services
Mike Adamek
Adamek Financial
P: (250) 478-9288
F: (250) 478-4410
E: mike@customplanfinancial.com
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Kamloops Office
#201-328 Seymour St
Kamloops, BC V2C 2G2
President and CEO
Tony Gilbert
Gilbert Wealth Management
Toll Free: 1-866-281-2258
P: (250) 377-8663
F: 1-866-281-2258
E: tony@tonygilbert.ca
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Mission Office
8046 Knight Avenue
Mission, BC V2V 6AB
Trevor Girard
FutureRight Insurance Services Canada
P: (604) 287-5586
F: (604) 287-5482
Toll Free: 1-866-334-3707
E: trevor.girard@futureright.ca
South Surrey White Rock Office
307-15252 32nd Avenue Surrey, BC V3S 0L3
Stephen Tate
Tate Financial
P: (604) 560-5595
F: (604) 560-5594
E: steve@tatefinancial.ca
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