Address : 1500 W Georgia St, Vancouver, British Columbia V6G 2Z6, Canada
Phone Number : +1(020) 7486-5486
Industries : Financial Services, Insurance
Website : customplanfinancial.com
Company Description
Customplan Financial Advisors Inc. is one of Canada's leading financial planning agencies. We offer our clients, from the inexperienced individual to the well-established corporation, the array of financial products and services needed to ensure their financial security and prosperity. Founded on the principal of service, we believe in supplying both our clients and our advisors with the best the industry has to offer. Members of our distinguished network of advisors maintain their positions at the forefront of the field through our numerous educational opportunities, detailing the latest industry trends and knowledge from Canada's top financial and insurance experts. By ensuring our advisors are of the highest caliber, we deliver our clients the best.Financial planning is multifaceted, complex, and onerous. Our services minimize your financial burden and put you on the path to living your best life.
Specialities
- Financial Planning
- Savings
- Investments
- Retirement
- Insurance
- Financial Services
Financial
Employees Total : 63
Revenue (Yearly) : 14.0M
Miscellaneous
Founded in : 1978
Linkedin : customplan-financial-advisors-inc.
Email Providers : Outlook
Email Delivery : ElasticEmail
Hosting : Cloudways
Tech : Mobile Friendly
Fonts : Google Font API
Tag Management : Google Tag Manager
Last Updated : 2023-12-03
Employees
- Gurdip Bedi ( Independent Life Insurance Broker )
- Steve Gowda ( President )
- Candra Hudson ( Marketing Assistant )
- Bryan Baker ( Insurance Advisor )
- Benedicto Medel ( Independent Financial Advisor )
- Scott Grant ( Marketing Director )
- Cecilia Olver ( Financial Advisor )
- Kevin Peyson ( Business Development Manager )
- Francis Kelly ( Sales Manager )
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