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
Ian Maclean
Ian Maclean

Ian MacLean

Senior Vice President
Background

V.P. Compliance & Operations
Ian entered the Financial Services business in 1975 focusing on credit and consumer financing for small business owners. He then developed a practice in Financial Management for business owners and became part of a collaboration of Accountants, Lawyers, Risk Managers as well as a Management Coach. His success in this area allowed him to pursue Estate and Business Succession planning.

In 1989, along with Karl Krokosinski, founded Customplan Financial Advisors Inc. expanding office’s throughout Canada. He was a consultant to the National Office of Equinox Financial Group in the development of the Electronic Sales Platform, including the Financial Needs Analysis and many of its Marketing Concepts.

Ian has written numerous training systems for the industry and has spoken extensively at industry and non-industry venues.

He works with advisors in developing their compliance processes and CRM capabilities.