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Stephane Cyr

Stephane left Ottawa in 2001 to pursue his career in the Financial Services Industry.  In Waterloo, ON, he began working with one of Canada’s largest Insurance Companies where he escalated the corporate ladder.  It wasn’t long before Stephane’s passion for interacting with and assisting people led him to change direction.  In 2005, “the best move of his career” occurred – Stephane relocated to Calgary joining the company’s Western Regional Management Team.  As Business Development Manager, he further honed his skills, broadening his understanding and appreciation of advisors, their role and contribution not only to their clients but to their community.

Stephane’s business degree propelled him to follow his dream – owning his own business. His goal was realized in 2006 when together with his partner, Stephane bought two well-respected Canadian franchises. Exhilaration and struggle, experiences well known to Stephane, allow him to relate to and better understand fellow advisors. Owning businesses, both outside and currently within the industry give Stephane a unique and advantageous perspective.

For over 20 years, Stephane’s dedication to his work, to those advisors he assists and supports and to the clients he serves has continuously pushed him to excel.  

When not at work, Stephane loves spending time with his dog, travelling, and finding time for friends and family in Ottawa. Stephane sits on the Financial Services Board at Bow Valley College, is a member of Advocis and GAMA

Proud Winner: 2019 & 2020 GAMA Canada’s

  • National Achievement Award (Gold)
  • National Builder Award (Gold)
  • National Management Award

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.

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

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