Giving advisors the resources & support needed to best service their clients and advance their careers
Customplan Financial Advisors Inc. is a managing general agency founded by Karl Krokosinski in 1978. Karl wanted to create an interdisciplinary practice built on the principal of service that allowed advisors to specialize in the areas of the financial services industry that interested them most. He envisioned and established a network of advisors with complementary expertise, providing ample opportunities for collaboration. After noticing the deficit in quality training and education available for established and aspiring advisors, Karl created an educational division within the firm that has and continues to help advisors thrive in this industry and surpass their goals. We provide our advisors with the resources needed to best service their clients. Our independent status allows us to provide advisors with the most comprehensive selection of products at the best possible rates.
Members of the Customplan team range from those starting out in their careers to those with established practices. If you are determined and driven - not only to succeed but to help your clients realize their best life – we want to hear from you.
Customplan Financial has offices across Canada, including our headquarters in Vancouver, and regional offices in Calgary, Regina, Saskatoon, Winnipeg, and St. John’s.
From these offices we service advisors and their practices all throughout Canada.