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Customplan’s Mutual Fund Partner Dealership: Monarch Wealth Corporation

Customplan Financial Advisors Inc. offers two mutual fund dealerships, INVESTIA and MONARCH.
Customplan’s wealth management partners provide advisors with quality investment solutions to best serve their clients.

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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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