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customplanfinancial
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 604.687.7773 [email protected] ADVISOR LOGIN
customplanfinancial
  • Home
  • About
    • Executive Team
  • Become an Advisor
  • Partners & Affiliates
  • Resources
  • Contact

Partners & Affiliates

Customplan Financial 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

Assumption Life

BMO Insurance

Canada Life

Canadian Protection Plan

Cumis

Desjardins

Edge Benefits

Empire Life

Equitable Life

Foresters Life

Hunter McCorquodale

Humania

Industrial Alliance

Ivari

Manulife

RBC Insurance

SLi Insurance

SSQ

Sun Life

UV Insurance

Alliance Pacific

Benefits by Design

Blue Cross

ClearBenefits.ca

Cooperators

Encon

Great-West Life

Great West Life E-Benefit

Great West Life GroupNet

Green Shield

Groupsource

Manulife Group

myHSA

RWAM

Solareh

Winflex

Investia Financial Services

Investia Securities

Monarch Wealth Corporation

AGF

B2B Bank

BMO Global Asset Management

BMO Insurance Segregated Fund

Bridgehouse Canada

CI Investments

Dynamic Funds

Desjardins Financial Security

Edgepoint Wealth

Fidelity Investments

Franklin Templeton

Great West Life

Invesco

Mackenzie Investment

Manulife Securities

RBC Global Asset Management

RBC Insurance Segregated Fund

SSQ/La Capitale Segregated Fund

IA Clarington

customplanfinancial
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.

  • Home
  • About
    • Executive Team
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  • Resources
  • Contact

Customplan Financial Advisors Inc.
1900-1500 West Georgia Street
Vancouver, British Columbia
V6G 2Z6
MAP

(604) 687-7773
[email protected]

Vancouver OfficeVancouver OfficeCalgary OfficeWinnipeg OfficeRegina OfficeSaskatoon Office Mon – Fri 8:00 AM - 3:00 PM PT 604.687.7773 Mon - Fri 8:00 AM - 5:00 PM MT 403.209.3800 Mon - Fri 8:00 AM - 3:30 PM CT 204.500.5115 Mon - Fri8:30 AM - 4:30 PM CT 306.352.1002 Mon - Fri 8:30 AM - 2:30 PM CT 306.668.8831



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