About CustomPlan Financial Services Inc.
Meet Our Team
Welcome to Customplan Financial Services Inc., where your financial well-being is our top priority.
With a dedicated team of experienced advisors, we specialize in providing personalized financial solutions tailored to meet the unique needs of families, businesses, and professionals. Our comprehensive approach encompasses insurance, investment planning, estate planning, and more, ensuring that every aspect of your financial journey is meticulously managed.
Karl Krokosinski, EPC
Financial Advisor
With over 44 years in financial services, Karl is a distinguished MDRT member with extensive experience in estate and succession planning. Founder of Customplan Financial Advisors, he has spoken globally and trained numerous professionals. Discover Karl’s journey and achievements.
Micheline Varas, BA, RHU, RFC, EPC, GBDS, CEA, CHS
Risk Mitigation Strategist
Since 1994, Micheline has excelled at Customplan as a Senior Partner and advisor, focusing on risk mitigation and difficult-to-insure cases. A pioneering GBDS recipient, she leads the Living Benefits’ Division. Learn more about Micheline’s influential career.
Bonita Jane Kee, CEA
Investment Fund and Insurance Advisor
Joining Customplan as an executive assistant and advisor, Bonita ensures client satisfaction with her vast experience. Previously, she managed operations at Financial Literacy Counsel Inc. and holds insurance and MFDA licenses. Explore Bonita’s background and expertise.