Customplan Financial

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Find An Office Close to You

Our head office is located at #1900 Р1500 West Georgia Street Vancouver, British Columbia V6G 2Z6. Customplan Financial Advisors Inc. offices are located in Calgary, Kamloops, Kelowna, Langley,Mississauga, Regina, Saskatoon, Vancouver, Vernon, Victoria, Winnipeg and affiliated offices in London England, Mexico City, Miami, Florida and Seattle, Washington.

For general enquiries, please call or email us at solutions@customplanfinancial.com

    • Vernon Office

      5603 27th Street
      Vernon, BC V1T 8Z5

      Advisor Services
      Janet Fish – CFP
      Equuis Wealth Management Inc
      P: (250) 260-1104
      F: (250) 545-1484
      jefish@equuis.ca

 

    • Vancouver Island Office

      #109 – 1335 Bear Mountain Pkwy
      Victoria, BC V9B 6T9

      Advisor Services
      Mike Adamek
      Adamek Financial
      P: (250) 478-9288
      F: (250) 478-4410
      mike@customplanfinancial.com

 

    • Kamloops Office

      #201-328 Seymour St
      Kamloops, BC V2C 2G2

      Gilbert Wealth Management
      Tony Gilbert, President and CEO
      Toll Free: 1-866-281-2258
      P: (250) 377-8663
      F: 1-866-281-2258
      tony@tonygilbert.ca

 

  • South Surrey White Rock Office

    307-15252 32nd Avenue Surrey, BC V3S 0L3

    Tate Financial
    Stephen Tate
    P: (604) 560-5595
    F: (604) 560-5594
    steve@tatefinancial.ca

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