Customplan Financial

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Find An Office Close to You

Our head office is located at #1900 – 1500 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

  • Vancouver Head Office

    1900-1500 West Georgia Street
    Vancouver, BC V6G 2Z6
    P: (604) 687-7773
    F: (604) 687-7763


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


  • 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


  • 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


  • 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

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