Customplan Financial

About Us

Customplan Financial Advisors Inc. is an award-winning managing general agency, servicing advisors across Canada.  Our advisors have access to Customplan’s competitively priced products, which include the latest features and exclusive value-added benefits. Over the years we have built strong alliances with various carriers in financial and insurance markets, allowing us to support the individual needs of advisors and their clients. We also assist advisors establish contracts with these carriers.

Customplan empowers its advisors – from newcomers to experts, supplying them with the tools needed to realize their professional aspirations. Advisors determine the balance of independence and support that best meets their needs and have access to the expertise of our senior team.

Our services for advisors include administrative, marketing, educational, financial, legal, and technical support. Our extensive network of advisors offers opportunities for collaborative work with those of complementary expertise. We also offer numerous training, educational, and mentorship opportunities, as well as case consultancy and practice expansion services.

Read more about opportunities at Customplan.