Customplan Financial

Background

Karl Krokosinski has been in the financial services industry for over 37 years. A life and qualifying member of the Million Dollar Round Table for over 26 years with 16 Court of the Table and 14 Top Of The Table honours. He is also an Excalibur Knight, one of only 6 in Canada.

A noted speaker, Karl has spoken on 5 continents at both industry and non industry symposiums and was the longest standing moderator of the Life Underwriters Association now known as Advocis. He has addressed universities, charities, trust departments, professional associations and even grade 4 students. Professionally, he concentrates on sophisticated estate planning techniques for both business and Estate Planning techniques for his clients and is a trainer and educator of insurance professionals and financial advisors. Karl was one of the original 7 founding managing partners of the national producer group called Equinox Financial Group Inc., and was awarded the managing partner of the year 3 times. Karl is the president and founder of Customplan Financial Advisors Inc, the largest Independent financial planning firm in the GVRD (Greater Vancouver Regional District) He has recently completed his 100th associate transition plan. Karl was also a founding member of the Association of Independent Life Brokerage Agencies.

Karl is a past president and chairman of a credit union and was the past president of the West Vancouver (sunrise Rotary Club) earning the prestigious Paul Harris Fellow Award. He was a sessional instructor at Mount Royal University for many years in marketing and professional salesmanship and when he had a few days became a level 4 ski instructor. He has sat on many boards of Public and Private companies as well as a few charitable foundations. Karl is a mentor and coach to many people in our industry and also to many outside our industry. Karl believes in “Paying it Forward”.


Recent Achievements

  • Winner of Agency Achievement Award (AAA) - GAMA INTERNATIONAL CANADA'S 2008 MANAGEMENT AWARDS
  • Winner of National Management Award (NMA) - GAMA INTERNATIONAL CANADA'S 2008 MANAGEMENT AWARDS
  • Winner of Agency Builder Award (ABA) - GAMA INTERNATIONAL CANADA'S 2008 MANAGEMENT AWARDS

Qualified as a member of Elder Planning Counselor Program


Million Dollar Round Table Top of the table member