• (604) 687 7773
  • Contact Us
  • ADVISOR LOGIN
Customplan Financial Advisors Inc.
  • Home
  • About
    • Executive Team
    • Announcements
  • Become An Advisor
  • Partners & Affiliates
  • Our Locations
  • Events
  • Resources
Select Page
10 events found.

Events

Events Search and Views Navigation

Event Views Navigation

  • List
  • Month
Today
  • April 2026

  • Fri 17

    REGINA SPRING PD DAY

    April 17 @ 12:00 am

    Kevin Peyson

  • Tue 28

    LUNCH AND LEARN

    April 28 @ 12:00 am

    Title TBU

  • May 2026

  • Tue 12

    LUNCH AND LEARN

    May 12 @ 12:00 am

    Title TBU

  • Thu 14

    PD DAY

    May 14 @ 12:00 am

    Risky Business

  • Thu 21

    Customplan Webinar

    May 21 @ 12:00 am

    Investing in my Practice

  • June 2026

  • Tue 9

    Customplan Webinar

    June 9 @ 12:00 am

    The client designs the insurance solution

  • July 2026

  • Tue 7

    STAMPEDE EVENT

    July 7 @ 12:00 am
  • Tue 14

    Customplan Webinar

    July 14 @ 12:00 am

    RRSPs going forward

  • August 2026

  • Wed 12

    Customplan Webinar

    August 12 @ 12:00 am

    Admin Update

  • September 2026

  • Tue 15

    Customplan Webinar

    September 15 @ 12:00 am

    What needs to be done when clients separate or divorce

  • Previous Events
  • Today
  • Next Events
  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live
  • Export .ics file
  • Export Outlook .ics file

VIEW MORE PAST EVENTS

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.

Home

About

Executive Team

Become an Advisor

Partners & Affiliates

Resources

Our Locations



Customplan Financial Advisors Inc.
1160-1090 W Georgia Street,
Vancouver, BC, V6E 3V7

MAP



(604) 687-7773



Contact Us

  • Follow
  • Follow

Copyright 2024, All Right Reserved, Customplan Financial Advisors Inc. | Privacy Policy