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The Customplan Difference

Customplan is an award-winning MGA, recognized by the industry for providing education, training, expertise and technology.

Reputation

Customplan is an award-winning MGA, recognized by the industry for providing education, training, expertise and technology.

Customplan is one of the few MGAs not owned by an insurance company brokerage. Advisors can always offer the best to their clients.

Independence

Customplan is one of the few MGAs not owned by an insurance company brokerage. Advisors can always offer the best to their clients.

Customplan’s seasoned specialists are associates who form part of its Leadership Team. Based on your mandates, the team is committed to helping you achieve and surpass personal goals.

Business Development

Customplan’s seasoned specialists are associates who form part of its Leadership Team. Based on your mandates, the team is committed to helping you achieve and surpass personal goals.
Customplan takes an active interest in the growth and success of its advisors and their practices.

Commitment

Customplan takes an active interest in the growth and success of its advisors and their practices.




Customplan believes that communication is of utmost importance. This means understanding individual advisors, appreciating the wants of our clients, maintaining current and developing new relationships with insurers, reinsurers, and investment firms.

Relationships

Customplan believes that communication is of utmost importance. This means understanding individual advisors, appreciating the wants of our clients, maintaining current and developing new relationships with insurers, reinsurers, and investment firms.
Customplan promotes intellectual interplay – the sharing of collective knowledge and experience. This enables independent advisors to promise and deliver best in class solutions and strategies.

Collaboration

Customplan promotes intellectual interplay – the sharing of collective knowledge and experience. This enables independent advisors to promise and deliver best in class solutions and strategies.


MEET OUR EXECUTIVE TEAM

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Customplan Financial Advisors Inc. is an award-winning managing general agency, servicing advisors across Canada. At Customplan, we believe in empowering and creating independent advisors.

Customplan Financial Advisors Inc.
1900-1500 West Georgia Street
Vancouver, BC V6G 2Z6
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