Meet The Executive Team
IAN R. WHITING
MARKETING DIRECTOR CUSTOMPLAN FINANCIAL ADVISORS BRANCH MANAGER MONARCH WEALTH CORPORATION
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