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