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7 events found.

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Today

August 2025

Tue 12
August 12

Customplan Webinar – Online

Admin Update

Sun 17
August 17 - August 21

ADVOCIS BANFF SCHOOL – AB

September 2025

Tue 16
September 16

Customplan Webinar – Online

Online Event

Practice Security Solutions for the Modern Advisor

Thu 25
September 25

INVESTMENT SYMPOSIUM – BC

Leigh Grant, ian Whiting

October 2025

Tue 14
October 14

Customplan Webinar – Online

Online Event

Permanent Insurance Options

November 2025

Tue 4
November 4

Customplan Webinar – Online

Online Event

Estates Planning for Executors

December 2025

Tue 9
December 9

Customplan Webinar – Online

Online Event

RRSPs, TSFAs, and FHSAs - the update rules and comparisons

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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.

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