Meet The Executive Team

KARL KROKOSINSKI

CEO AND FOUNDING PARTNER

RICHARD PYPER

PRESIDENT

MYRA EKKEL

CHIEF OPERATING OFFICER

ALLAN MCDONALD

MARKETING DIRECTOR MANITOBA

BONITA JANE KEE

EXECUTIVE ASSISTANT TO KARL KROKOSINSKI

DAN STEINKEY

MANAGING PARTNER MANITOBA

GREG MISKIMAN

MANAGING DIRECTOR ALBERTA

IAN MACLEAN

VP COMPLIANCE

IAN R. WHITING

MARKETING DIRECTOR CUSTOMPLAN FINANCIAL ADVISORS BRANCH MANAGER MONARCH WEALTH CORPORATION

JOSEPH VEN DER BUHS

MARKETING DIRECTOR SASKATOON

JOSEPH WAGNER

MARKETING DIRECTOR ALBERTA

KEVIN PEYSON

BUSINESS DEVELOPMENT MANAGER SASKATCHEWAN

LEIGH GRANT

MARKETING DIRECTOR BRITISH COLUMBIA

MICHELINE VARAS

SENIOR PARTNER AND VP LIVING BENEFITS

ROB HACK

BRANCH MANAGER
INVESTIA FINANCIAL SERVICES

SAMUEL RAHARJO

MARKETING DIRECTOR BRITISH COLUMBIA

SCOTT GRANT

VP INVESTMENTS

British Columbia
Alberta
Saskatchewan
Manitoba
Newfoundland
Nova Scotia
New Brunswick
Ontario
Yukon

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

ADMINISTRATION

Bauer, Ashley

Reception/Administrative Assistant
P: 403.209.3800
ashleyb@customplanfinancial.com

Nurse, Martha

Manager of Associate Relations
P: 403.209.3800
marthan@customplanfinancial.com

Cahoon, Rita

Contracting Specialist
P: 403.209.3800
ritac@customplanfinancial.com

INDEPENDENT ASSOCIATES

La Rochelle, Denis

P:403.685.4770
Cell: 403.863.3650
F:604.249.6818
lfci@telus.net

Sharma, Ashok

P:403.209.3800
F:403.209.3920
ashoks@shaw.ca

INDEPENDENT ASSOCIATES

Williams, Steven

P:403.457.6221
Cell: 587.777.6250
F:403.457.6228
swilliams@smallbusinessfinancial.ca

ADMINISTRATION

Wilson, Kelly

Administrator / Policy Service
P: 204.500.5115 ext. 30
winnipeg@customplanfinancial.com

INDEPENDENT ASSOCIATES

Dyke , Valerie

Corner Brook Office
P:709.639.3131
F: 709.639.3132
vdyke211@gmail.com

Kelly, Francis

St. John’s Office
P:709.631.0028
francisgkelly@hotmail.com

MacLean, Ian

P:1.866.253.0533
ianm@customplanfinancial.com

INDEPENDENT ASSOCIATES

MacLean, Ian
P:1.866.253.0533 ianm@customplanfinancial.com

INDEPENDENT ASSOCIATES

MacLean, Ian

P:1.866.253.0533
ianm@customplanfinancial.com

INDEPENDENT ASSOCIATES

Kasteel, Kevin

P:778.846.9048
admin@yourfinancesmatter.ca