Meet The Executive Team
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
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
Neiser, Vicky
Office Manager, Regina
P: 306.352.1002
vickyn@customplanfinancial.com
Kunitz, Randy
Administrator / Policy Service, Regina
P: 306.352.1002
regina@customplanfinancial.com
Weber, Angel
Administrator / Jr. Office Manager, Saskatoon
P: 306.668.8831
angelw@customplanfinancial.com
INDEPENDENT ASSOCIATES
Anders, Ray
P:306.949.0094
randers@anderswealth.ca
Baker, Bryan
P:306.721.2401
bakerbryan@sasktel.net
Beale, Jim
P:306.537-0779
jimbeale53@gmail.com
F:604.687.7763
Bodnar, James
P:306.547.5462
bodnar.jadc@sasktel.net
Brothers, Chet
P:306.337.4500
chet@brothersandco.ca
Dreis, Sharon
P:306.842.0444
sharon.dreis@sunlife.com
Eva, Michael
P:306.648.3410
kingside_iandi@sasktel.net
Gherasim, Gisele
P:306.337.4500
gisele@brothersandco.ca
Haug, Sven
P:306.648.3410
kingside_iande@sasktel.net
Herman-Vanthuyne, Tanya
INDEPENDENT ASSOCIATES
Laube, Grant
P:306.359.2009
grantlaube@sasktel.net
MacPhail, Susan
P:306.585.3771
susanpacphail@sasktel.net
McConnel, Carla
P:306.791.0311
csmcconnell@sasktel.net
Mitchell, Jayne
P:306.501.9913
jaynemitchell@myaccess.ca
Scheper, Manoah
P:306.352.6717
manoah@scheperfinancial.com
Varas, Micheline
P:416.994.9927
michelinev@customplanfinancial.com
Yanko, Lisa
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
INDEPENDENT ASSOCIATES
Grant, Scott
P: 604.558.5609
scottg@customplanfinancial.com
MacLean, Ian
P:1.866.253.0533
ianm@customplanfinancial.com
Nadeem, Saad
P:289.270.2862
saad.nadeem@rflwealth.ca
Varas, Micheline
P:604.687.7773
michelinev@customplanfinancial.com
F:604.687.7763