Customplan Financial Advisors Inc. has established a substantial number of insurance and financial markets and maintains enough carrier relationships to provide contracts tailor-made to each client and associate. Customplan Financial Advisors Inc. is one of the most respected distribution and marketing companies in Canada and is one of the main distribution networks for many financial product manufacturers and is pleased to have valued relationships with each of our following partners:

LIFE AND HEALTH GROUP BENEFITS

BMO Insurance
Canada Life
Cumis
Desjardins
Empire Life
Equitable Life
Industrial Alliance Pacific
RBC Insurance

SSQ
Standard Life
Sun Life
Transamerica
Foersters Life

Ace Group
Alliance Pacific
Benefits by Design
Blue Cross
BMO Insurance
Ceridian
Cooperators
Desjardins
Empire Life
Encon
Equitable Life
Great-West Life
Green Shield
Groupsource
Industrial Alliance Pacific
Morneau Sobeco Income Fund
Pacific Blue Cross
Prosaction
RBC Insurance
RBC Manulife
RWAM
Solareh
Standard Life
Sun Life
Wawanesa

 

INVESTMENT PARTNERS
 
Ace Group AXA BBD Blue Cross
BMO Financial Canada Life Ceridian Cooperators
Cumis Desjardins Financial Security Empire Life Encon
Equitable Life Great West Life Greenshield Canada ING Direct
Investia Partners In Planning Liberty Health Morneau Sobeco
National Bank Peak Privest Raintree
RBC RWAM Solareh Standard Life
Sun Life Travel Insurance Travel Underwriters Unity Life
     
AFFILIATIONS

 

 

 

Life Partners
Group Benefits Affiliates
Investment Partners
Affiliation










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