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10 events found.

Events

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Today
  • December 2025

  • Tue 9

    Customplan Webinar – Online

    December 9, 2025
    Online Event

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

  • January 2026

  • Thu 8

    ADVISOR APPRECIATION EVENT

    January 8 @ 12:00 am

    Welcome to 2026!

  • Thu 8

    LUNCH AND LEARN

    January 8 @ 12:00 am

    Desjardins Sweet Spots, Concepts, and Calculators

  • Tue 13

    Customplan Webinar

    January 13 @ 12:00 am

    For Clients - How not to sell a Business

  • Tue 13

    LUNCH AND LEARN

    January 13 @ 12:00 am

    Insurance Your Retirement with DFS CI

  • Thu 15

    ADVISOR APPRECIATION EVENT

    January 15 @ 12:00 am

    Welcome to 2026!

  • Tue 27

    LUNCH AND LEARN

    January 27 @ 12:00 am

    Insurance Your Retirement with DFS CI

  • Wed 28

    BOARDROOM PRESENTATION

    January 28 @ 12:00 am

    Global Dividend Fund with Darren McKiernan, Mackenzie Investments

  • February 2026

  • Tue 3

    LUNCH AND LEARN

    February 3 @ 12:00 am

    Investing with Canada Life Wealth | Capital Markets Discussion and why Asset Allocation Modelling

  • Tue 10

    Customplan Webinar

    February 10 @ 12:00 am

    Building Solid Investment Portfolios

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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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