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Customplan Financial Advisors Inc.
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Partners & Affiliates

Customplan Financial Advisors has established relationships with several insurance carriers and financial market suppliers. As a result, our advisors have access to bespoke services from our partners such as contracting and client service support, and exclusive access to features and pricing

Insurance
Group Benefits
Investments

Allianz

Assumption Life

Beneva

Blue Cross

BMO Insurance

Canada Life

Canada Protection Plan

Cumis

Desjardins

Edge Benefits

Empire Life

Equitable Life

Foresters Life

Green Shield

Hunter McCorquodale

Humania

Industrial Alliance

Ivari

Manulife

RBC Insurance

Serenia Life Financial

Sun Life

Travelance

TuGo

UV Insurance

Alliance Pacific

Benefits by Design

Blue Cross

ClearBenefits.ca

Cooperators

Green Shield

Groupsource

myHSA

RWAM

Solareh

Winflex

Investia Financial Services

Investia Securities

Monarch Wealth Corporation

AGF

B2B Bank

Beneva

BMO Insurance Segregated Fund

CI Investments

Dynamic Funds

Desjardins Financial Security

Empire Life

Fidelity Investments

SEAMARK Asset Management

GIC Direct

IA Clarington

Invesco

Mackenzie Investments

Manulife Securities

RBC Global Asset Management

RBC Insurance Segregated Fund

Serenia Life Financial

Customplan Financial Advisors Inc. is an award-winning managing general agency, servicing advisors across Canada. At Customplan, we believe in empowering and creating independent advisors.

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Executive Team

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Our Locations

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Customplan Financial Advisors Inc.
1160-1090 W Georgia Street,
Vancouver, BC, V6E 3V7

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(604) 687-7773

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