Meet The Executive Team
EXECUTIVE TEAM
MacLean, Ian
P:604.646.5801
ianm@customplanfinancial.com
F:604.687.7763
Whiting, Ian
P:604.888.3078
iwhiting@customplanfinancial.com
Krokosinski, Karl
P:604.646.5800
karlk@customplanfinancial.com
F:604.687.7763
Varas, Micheline
P:604.687.7773
michelinev@customplanfinancial.com
F:604.687.7763
Hack, Rob
P:604.687.7773
robh@customplanfinancial.com
F:604.687.7763
Grant, Scott
P:604.558.5609
scottg@customplanfinancial.com
F:604.687.7763
ADMINISTRATION
Kee, Bonita Jane
Executive Assistant to Karl Krokosinski
P:604.687.7773
bonitak@customplanfinancial.com
Sahota, Navi
Administrator / Monarch Investment
P:604.687.7773
navis@customplanfinancial.com
Maclean, Marg
Sr. Administrator / Policy Service
P:604.687.7773
margm@customplanfinancial.com
Campbell, Nessa
Administrator
P:604.687.7773
nessac@customplanfinancial.com
Al-katheri, Reham
Receptionist/Administrative Assistant
P:604.687.7773
rehama@customplanfinancial.com
Hudson, Candra
Marketing Assistant
(Currently on Maternity Leave)
P:604.687.7773
candrah@customplanfinancial.com
Mai, An
Marketing Assistant
P:604.687.7773
anm@customplanfinancial.com
King, Tiffany
Investia Financial Administrator
P:604.646.5816
tiffanyk@customplanfinancial.com
Ekkel, Myra
Chief Operating Officer
P:604.687.7773
myrae@customplanfinancial.com
INDEPENDENT ASSOCIATES
Askin, John
P:604.531.0814
taxwiz@shaw.ca
F:604.687.7763
Bedi, Gurdip
P:604.649.3736
gbedi@live.ca
F:604.597.3747
Chin, Jeffrey
P:604.436.0088
jchin@moneystrategies.ca
F:604.436.3630
Chow, Stanley
P:604.773.5388
stanley.chow@flci.ca
F:604.687.7763
Cid, Jose
P:604.229.2332
jose@ektosfinancial.com
F:604.687.7763
Dalgety, Graham Thomas
P:604.251.6700
gdalgety@shaw.ca
F:604.253.7799
Gawthrop, Rob
P:604.538.0404
rob@tunefinancial.com
P2:604.240.6157
Grant, Scott
P:604.558.5609
scottg@customplanfinancial.com
F:604.687.7763
Guilaran, Alphil
P:604.687.7773
alphil.guilaran@flci.ca
F:604.687.7763
Gilbert, Tony
T. 250.377.8663
C: 250.318.3533
tony@gilbertwealth.ca
Kee, Bonita Jane
P:604.646.5803
bonitak@customplanfinancial.com
F:604.687.7763
Kinross, Robert
P:604.202.8045
rob@kinrossfinancial.ca
F:604.687.7763
Knowles, Richard
P:604.687.7773
C:604.727.4065
richard@richardknowlesfinancial.com
F:604.687.7763
INDEPENDENT ASSOCIATES
Krokosinski, Karl
P:604.646.5800
karlk@customplanfinancial.com
F:604.687.7763
Leach, Wayne
P:604.313.1102
w.leach@shaw.ca
F:186.628.12366
Lee, Nancy
P:604.558.5619
nancy@plumtreewealth.com
F:604-687-7763
MacLean, Ian
P:604.646.5801
ianm@customplanfinancial.com
F:604.687.7763
Moore, Rick
P:604.646.5814
rickm@customplanfinancial.com
F:604.687.7763
Mutka, David
P:604.687.7773
mutkadavid28@gmail.com
P2:604.994.0201
Ning, Bobby
P:604.687.7773
bobby@flci.ca
F:604.687.7763
Pernisie, Lynn
P:604.295.5657
lpernisie@shaw.ca
F:604.295.5336
Raharjo, Samuel
P:604.646.5810
samuelr@customplanfinancial.com
C:778.898.0628
F:604.687.7763
Samuels, James
P:604.839.7773
jamess@customplanfinancial.com
F:604.476.1928
Varas, Micheline
P:604.687.7773
michelinev@customplanfinancial.com
F:604.687.7763