Vancouver OfficeVancouver OfficeCalgary OfficeWinnipeg OfficeRegina OfficeSaskatoon Office Mon – Fri 8:00 AM - 3:00 PM PT 604.687.7773 Mon - Fri 8:00 AM - 5:00 PM MT 403.209.3800 Mon - Fri 8:00 AM - 3:30 PM CT 204.500.5115 Mon - Fri8:30 AM - 4:30 PM CT 306.352.1002 Mon - Fri 8:30 AM - 2:30 PM CT 306.668.8831
Vancouver OfficeVancouver OfficeCalgary OfficeWinnipeg OfficeRegina OfficeSaskatoon Office Mon – Fri 8:00 AM - 3:00 PM PT 604.687.7773 Mon - Fri 8:00 AM - 5:00 PM MT 403.209.3800 Mon - Fri 8:00 AM - 3:30 PM CT 204.500.5115 Mon - Fri8:30 AM - 4:30 PM CT 306.352.1002 Mon - Fri 8:30 AM - 2:30 PM CT 306.668.8831

The Customplan Difference

Reputation

Customplan is an award-winning MGA, recognized by the industry for providing education, training, expertise and technology.

Commitment

Customplan takes an active interest in the growth and success of its advisors and their practices.

Independence

Customplan is one of the few MGAs not owned by an insurance company brokerage. Advisors can always offer the best to their clients.

Relationships

Customplan believes that communication is of utmost importance. This means understanding individual advisors, appreciating the wants of our clients, maintaining current and developing new relationships with insurers, reinsurers, and investment firms.

Business Development

Customplan’s seasoned specialists are associates who form part of its Leadership Team. Based on your mandates, the team is committed to helping you achieve and surpass personal goals.

Collaboration

Customplan promotes intellectual interplay – the sharing of collective knowledge and experience. This enables independent advisors to promise and deliver best in class solutions and strategies.

Meet Our Executive Team

AT CUSTOMPLAN

we believe in empowering and creating independent advisors

-from newcomers to experts, Customplan Financial Advisors will support each and every advisor with the tools needed to realize their professional aspirations.

Clients’ Testimonials

  • Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean. A small river named Duden flows by their place and supplies it with the necessary.

    John Smith
    CEO, Press Mag
  • One morning, when Gregor Samsa woke from troubled dreams, he found himself transformed in his bed into a horrible vermin. He lay on his armour-like back, and if he lifted his head a little he could see his brown belly, slightly domed and divided by arches into stiff sections. The bedding.

    Jane Doe
    Manager, Coke
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All Time Clients
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Clients In This Year
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New Projects
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Avg Profit Increased

On Time
Service.

Transforming distribution and marketing with key capabilities in customer insight and analytics, omni-chan

A Team Of
Professionals.

Transforming distribution and marketing with key capabilities in customer insight and analytics, omni-chan

Analyze Your
Business.

Transforming distribution and marketing with key capabilities in customer insight and analytics, omni-chan

WHY US ?

We have more than
ten years of experience

A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. More than 25 years of experience working in the industry has enabled us to build our services and solutions in strategy.