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, Vernon, Victoria, Winnipeg and affiliated offices in London England, Mexico City, Miami, Florida and Seattle, Washington.
1900-1500 West Georgia Street
Vancouver, BC V6G 2Z6
P: (604) 687-7773
F: (604) 687-7763
#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]
#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]
307-15252 32nd Avenue Surrey,
BC V3S 0L3
Tate Financial
Stephen Tate
P: (604) 560-5595
F: (604) 560-5594
[email protected]
#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]
3617A Pasqua Street
Regina, Saskatchewan S4S 6W8
Advisor Services
Randy Chapman
Managing Partner, Saskatchewan
C: (306) 591-6955 P: (306) 352-1002
F: (306) 522-3300
[email protected]
1302 8TH Street East
Saskatoon, Saskatchewan S7H 0S8
Advisor Services
George Lukiwski
Managing Partner
P: 306 668-8831
F: 306 668-3688
[email protected]
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]
Micheline Varas
P: (416) 994-9927
F: (416) 994-9927
[email protected]
7 Stamp’s Lane
Newfoundland, A1E 3C9
Advisor Services
Francis Kelly
P: (709) 631-0028
[email protected]
51 West Street,
Newfoundland, A2H 2Y6
Advisor Services
Valerie Dyke
Managing Partner
P: (709) 639-3131
F: (709) 639-3132
[email protected]
2655 LeJeune Road Penthouse 2
Miami, Florida 33134
Advisor Services
Jorge E. Mercado
Jorge Mercado & Associates
P: (305) 446-1224
F: (305) 446-1223
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]
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
Miguel Hidalgo, C.P. 11520,
Mexico D.F., Mexico
Advisor Services
Horacio Ita
Director General
P: (55) 5250 0720
[email protected]
Guadalajara, Jal. C.P. 44600
Advisor Services
Lorenzo Gallardo Cuesta
Managing Partner
P: (33) 3615-7542
[email protected]
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