Meet The Executive Team
BONITA JANE KEE
DAN STEINKEY
MANITOBA
GREG MISKIMAN
ALBERTA
IAN MACLEAN
IAN R. WHITING
CUSTOMPLAN FINANCIAL ADVISORS
BRANCH MANAGER
MONARCH WEALTH CORPORATION
JOSEPH VEN DER BUHS
SASKATOON
JOSEPH WAGNER
ALBERTA
KEVIN PEYSON
SASKATCHEWAN
LEIGH GRANT
BRITISH COLUMBIA
MICHELINE VARAS
MYRA EKKEL
ROB HACK
INVESTIA FINANCIAL SERVICES
SAMUEL RAHARJO
BRITISH COLUMBIA
SCOTT GRANT
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
Bhattacharya, Srabani
Administrator
P:604.687.7773
srabanib@customplanfinancial.com
Al-katheri, Reham
Receptionist/Administrative Assistant
P:604.687.7773
rehama@customplanfinancial.com
Hudson, Candra
Marketing Assistant
P:604.687.7773
candrah@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
Billan, Sindy
P:604.646.5818
sindy@sbwealthsolutions.ca
F:604.687.0242
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
Ho, Angel
P: 778.829.2712
angel@bestcarefinancial.ca
Kee, Bonita Jane
P:604.646.5803
bonitak@customplanfinancial.com
F:604.687.7763
INDEPENDENT ASSOCIATES
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
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
