Customplan Financial

Background

BA, RHU, RFC, EPC, GBDS

Micheline joined Customplan Financial in 1994 where she is both a Senior Partner and an independent advisor. Micheline works in conjunction with several insurers and their respective underwriters and is a consulting resource to financial advisors, large institutions and individual and corporate clients. She has grown her practice and that of others by specializing in collaborative work opportunities. Her focus is to structure and deliver creative, cost and tax effective risk mitigation solutions and concepts.

Micheline's extensive experience in Living Benefits enabled her to be the first recipient of the GBDS (Group Benefits Disability Specialist) designation in Canada, and one of the founding moderators for the Canadian Initiative for Elder Planning Studies. She currently heads Customplan's Living Benefits' Division. A Top of the Table (MDRT) member, Micheline has many industry and non-industry publications, holds various training and educational events and has been a speaker at numerous international congresses (inclusive of The Million Dollar Round Table and Top of the Table conferences). In 2014 Micheline was named one of 50 Women of Influence in Canada's insurance industry.