Customplan Financial

Stephane Cyr

Background

Stephane brings with him over 16 years of experience in Financial Services and over 25 years of experience in Sales and Management.

Born and raised in Ottawa, he started in the business in 2001 having joined Clarica in Waterloo, Ontario, to head their new Advisor Organizations’ department. He quickly moved up the ranks helping in the transition from Clarica to Sun Life.

Stephane’s most important career move occurred in 2005 when he accepted the position of Regional Manager in Business Development for the Alberta BC regions of Sun Life’s career channel. In Calgary, Stephane has attracted and trained advisors, assisted on joint meetings with clients, and more recently, managed the Alberta South region of BMO Insurance’s Business Development Team.

Having purchased franchises in Calgary with his partner in 2006, Stephane has gained extensive experience as a business owner.

Stephane graduated from La Cite Collegiale in Ottawa, Ontario, in 1996 with a diploma in Business Administration specialising in Small Business Management. He currently volunteers his time on the Financial Services Advisory Board at the Bow Valley College