Customplan Financial

Giovanni Carlo Bitelli

Background

Giovanni Bitelli started his career as a Financial Advisor in 1985, working as an Agent for a large insurance company. He Qualified for the company’s prestigious President’s Club in 1989.

In 1990 he was promoted Branch Manager for the Company’s Surrey operation and in 1994 to the Burnaby operation. During his tenure as Branch Manager, he qualified for the MAIFAC Agency Builder and National Management Awards, as well as winning the Company’s Top Agency recognition in 1996.

In 1998, Giovanni was appointed to the Insurance Council of British Columbia where he served as a voting member from 2000 to 2007 and as Chairman during 2003-2004.

In 1999, Giovanni accepted the position of Marketing Manager for BC with a different company, where he excelled at his role, winning the Manager of the Year award in 2002 and 2003; In 2007 he joined a large Managing General Agency initially as General Manager and subsequently as Executive Vice President.

His skills as a public speaker, trainer and coach allow him to provide invaluable support to Financial Advisors with whom he loves to share his knowledge, success and experience.

Giovanni brings his extensive sales success, leadership skills and marketing savvy to perform a key role in the growth, business strategy and leading edge direction as President of Customplan Financial Advisors Inc.

His duties and deliverables include:

  • Increasing Revenues from production base on all risk product sales
  • Recruiting and Development of new Financial Advisors associated with the firm
  • Managing relationship with existing associated Advisors
  • Managing contractual relationships with product provider carrier companies

Giovanni has participated successfully in competitive sports, is a passionate alpinist and skier and enjoys many interests as well as being an accomplished professional photographer. Giovanni is married to Sylvia and they have a lovely daughter, Elena.