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

Contact Us

Find an Office Close to You

Our head office is located at

1900 – 1500 W Georgia Street
Vancouver, British Columbia
V6G 2Z6

Customplan Financial Advisors Inc. offices are located in Calgary, Kamloops, Kelowna, Langley, Mississauga, Regina, Saskatoon, Vancouver, Victoria, Winnipeg and affiliated offices in London, England, Mexico City, Miami, Florida, Seattle, Washington, and Dubai.

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For More Inquiries

    BRITISH COLUMBIA
    ALBERTA
    SASKATCHEWAN
    MANITOBA
    ONTARIO
    Newfoundland
    United States
    England
    Mexico
    United Arab Emirates
    VANCOUVER HEAD OFFICE

    1900-1500 West Georgia Street
    Vancouver, BC V6G 2Z6
    P: (604) 687-7773
    F: (604) 687-7763

    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
    [email protected]

    KAMLOOPS OFFICE

    #9-1390 Hillside Drive
    Kamloops, BC V2C 0A6

    Gilbert Wealth Management
    Tony Gilbert, President and CEO
    Toll Free: 1-866-281-2258
    P: (250) 377-8663
    F: 1-866-281-2258
    [email protected]

    CALGARY OFFICE

    #302-239 10th Avenue SE
    Calgary, AB T2G 0V9

    Advisor Services
    Stephane Cyr
    Managing Partner
    Direct: 403.209.3800
    Local: 403.209.3800
    [email protected]

    Ian Maclean
    VP Compliance & Operations
    Direct: 866.253.0533
    Local: 403.209.3800
    [email protected]

    REGINA OFFICE

    3617A Pasqua Street
    Regina, Saskatchewan S4S 6W8

    Advisor Services
    Kevin Peyson
    Marketing Director, Saskatchewan
    C: (306) 596-0244 P: (306) 352-6713
    F: (306) 522-3300
    [email protected]

    SASKATOON OFFICE

    1302 8TH Street East
    Saskatoon, Saskatchewan S7H 0S8

    Advisor Services
    George Lukiwski
    Managing Partner
    P: 306 668-8831
    F: 306 668-3688
    [email protected]

    MANITOBA OFFICE

    Eye For Business Centre
    Customplan Financial Advisors Inc.
    105 Fort Whyte Way
    Oak Bluff, MB R4G 0B1

    Managing Partner, Manitoba
    Daniel Steinkey
    Managing Partner
    P: (204) 292-7787
    [email protected]

    Advisor Services

    Micheline Varas
    P: (416) 994-9927
    F: (416) 994-9927
    [email protected]

    ST. JOHN’S OFFICE

    7 Stamp’s Lane
    Newfoundland, A1E 3C9

    Advisor Services
    Francis Kelly
    P: (709) 631-0028
    [email protected]

    CORNER BROOK OFFICE

    51 West Street,
    Newfoundland, A2H 2Y6

    Advisor Services
    Valerie Dyke
    Managing Partner
    P: (709) 639-3131
    F: (709) 639-3132
    [email protected]

    AFFILIATED FLORIDA OFFICE

    2655 LeJeune Road Penthouse 2
    Miami, Florida 33134

    Advisor Services

    Jorge E. Mercado
    Jorge Mercado & Associates
    P: (305) 446-1224
    F: (305) 446-1223

    AFFILIATED TEXAS OFFICE

    17000 El Camino Real, Suit 105A
    Housten, Texas 77058

    Advisor Services
    Robert W. Waddell, Jr., RICP
    Voya Financial
    T: (281) 486-4000
    T: (800) 525-1265
    F: (281) 486-4019
    [email protected]

    AFFILIATED LONDON OFFICE

    10 Glentworth Street
    London, England NW1 5PG

    Bhupinder Anand, Anand & Associates Ltd

    P: (020) 7486-5486
    F: (020) 7486-5487
    [email protected]

    Affiliated offices are for cross introductions only to licensed individuals

    AFFILIATED MEXICO OFFICE (1)

    Miguel Hidalgo, C.P. 11520,
    Mexico D.F., Mexico

    Advisor Services
    Horacio Ita
    Director General
    P: (55) 5250 0720
    [email protected]

    AFFILIATED MEXICO OFFICE (2)

    Guadalajara, Jal. C.P. 44600

    Advisor Services
    Lorenzo Gallardo Cuesta
    Managing Partner
    P: (33) 3615-7542
    [email protected]

    AFFILIATED MEXICO OFFICE (3)

    Equinox Merida
    Calle 19Nº 340x 40 y 42 Office 106
    Col. Sodzil Norte cp 97115
    Merida Yucatan
    Switch: 01999 9443025/50

    Affiliated offices are for cross introductions only to licensed individuals

    Affiliated Customplan Office

    Goodwill Insurance Brokers LLC,
    Dubai Fountain St –  Business Bay

    Dubai, United Arab Emirates

    Micheline Varas, BA, RHU, RFC, EPC, GBDS, CHS, CEA
    Senior (Managing) Partner, Customplan Financial Advisors
    Senior Vice-President, Living Benefits

    Direct : (604) 646-5805

    Mobile: (416) 994-9927