MARG MACLEAN


Marg has a B.A. in Psychology and a B.C. Teacher’s Certificate in Elementary Education. She taught as an Elementary School teacher in Delta School District for many years. After having two children, Marg volunteered as a teacher/ library assistant as well as worked part-time for an Educational supply Company.

Through her husband, Ian MacLean, and his career in the Financial Planning industry, Marg became involved with his profession by assisting him with his clientele. She began working at Customplan 10 years ago, in a variety of positions assisting our Associates. Marg is now working as the Senior Case Coordinator of Insurance, which includes New Business processing through to Policy Service for Customplan Financial Advisors and Manulife Case Coordinator for PEAK Insurance Services.

Advisory Services
British Columbia
Vancouver Associates
Vancouver Admin Team
Vancouver Island Office
Vernon Office
Mission Office
Kootenay Office
Kelowna Office
Kamloops Office
Fraser Valley
Alberta
Saskatchewan
Manitoba
Ontario










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