Vancouver 
Karl Krokosinski
Customplan Financial Advisors Inc
#300 - 1111 West Hastings Street
Vancouver, British Columbia  V6E 2J3
P: (604) 687-7773
F: (604) 687-7763
E: karlk@customplanfinancial.com 

Vancouver Admin Team

Controller

Jennifer Jackson

jenniferj@customplanfinancial.com

(604) 646-5803

Administration - Insurance Services (New and Inforce Business)

Marg MacLean	margm@customplanfinancial.com	(604) 646-5812
Lynda White	lyndaw@customplanfinancial.com	(604) 646-5807

Administration - Investment Services

Maria Cerato

mcerato@customplanfinancial.com

(604) 646-5809

 

Administration - Marketing Coordinator

Samuel Raharjo

samuelr@customplanfinancial.com

(604) 646-5810

Fraser Valley
Gerald Cilliers
Customplan Financial Advisors
Marketing Director
204 - 20641 Logan Avenue
Langley, BC V3A 7R3
P: (604) 539-1693
E: gcilliers@customplanfinancial.com

Kootenay
Colin J. Campbell - CFP, CLU, CH.F.C.
Guidance Planning / Portfolio Strategies
127A Kootenay Street
Cranbrook, British Columbia  V1C 3T5
Toll Free: 1-877-417-0033
P: (250) 417-0033
F: (250) 417-0540
E: colin_campbell@guidanceplanningstrategies.com

Vernon
Janet Fish – CFP
Equuis Wealth Management Inc
3301 Coldstream Avenue
Vernon, British Columbia  V1T 1Y1
P: (250) 260-1104
F: (250) 545-1484
E: janetf@customplanfinancial.com

Victoria
Mike Adamek
Adamek Financial
#104 – 3179 Jacklin Road
Victoria, BC  V9B 3Y7
P: (250) 478-9288
F: (250) 478-4410
E: mike@customplanfinancial.com

Kamloops 
Tony Gilbert
Gilbert Wealth Management
#201-328 Seymour St
Kamloops, British Columbia  V2C 2G2
Toll Free: 1-866-281-2258
P: (250) 377-8663
F: 1-866-281-2258
E: tony@tonygilbert.ca

Mission
Trevor Girard
FutureRight Insurance Services Canada
33131 First Avenue.
Mission, British Columbia V2V 1G5
P: (604) 287-5586
F: (604) 287-5482
Toll Free: 1-866-334-3707
E: trevor.girard@shaw.ca