ADMINISTRATION
Bauer, Ashley

Reception/Administrative Assistant
P: 403.209.3800
ashleyb@customplanfinancial.com

Nurse, Martha

Manager of Associate Relations
P: 403.209.3800
marthan@customplanfinancial.com

Cahoon, Rita

Contracting Manager
P: 403.209.3800
ritac@customplanfinancial.com

INDEPENDENT ASSOCIATES
La Rochelle, Denis

P:403.685.4770
Cell: 403.863.3650
F:604.249.6818
lfci@telus.net

Sharma, Ashok

P:403.209.3800
F:403.209.3920
ashoks@shaw.ca

INDEPENDENT ASSOCIATES
Williams, Steven

P:403.457.6221
Cell: 587.777.6250
F:403.457.6228
swilliams@smallbusinessfinancial.ca