Bonita Jane Kee

Bonita Jane Kee has played 2 significant roles since joining Customplan; the first of these as the executive assistant to Karl Krokosinski, and the second, as an Independent Financial Advisor.  One of Bonita’s many strengths is as an employee benefits’ consultant.  She advises organizations on the design, implementation, and management of employee benefits’ programs, by analyzing employee needs, market trends, and regulatory compliance to optimize cost-effectiveness and employee satisfaction.  Bonita ensures clients are well looked after in an efficient and prompt manner. Prior to joining Customplan Bonita was on the management team of a publicly traded securities registration systems company and the Operations Manager for the Financial Literacy Counsel Inc. She is licensed to practice in both insurance and mutual funds and is an active member of Advocis.