Customplan Financial Services Inc.
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2026 Financial Calendar

2026 Financial Calendar

by Customplan Financial Advisors Inc. | Jan 2, 2026 | 2026, Blog, Family, financial planning, personal finances, RRSP, tax, Tax Free Savings Account

Welcome to our 2026 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
Retirement Planning for Business Owners

Retirement Planning for Business Owners

by Customplan Financial Advisors Inc. | Jun 30, 2025 | Blog, business owners, corporate, retirees, RRSP, tax, Tax Free Savings Account

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...
TFSA vs RRSP 2025

TFSA vs RRSP 2025

by Customplan Financial Advisors Inc. | Feb 3, 2025 | Blog, investment, RRSP, Tax Free Savings Account

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the distinctions, we will compare the following:The differences in...
2025 Financial Calendar

2025 Financial Calendar

by Customplan Financial Advisors Inc. | Jan 1, 2025 | Blog, Family, financial planning, personal finances, RRSP, tax, Tax Free Savings Account

Welcome to our 2025 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...

Recent Posts

  • 2026 Canada Money Facts
  • B.C. Budget 2026: What It Means for You
  • Insurance Planning for Business Owners
  • 2026 Financial Calendar
  • OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

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At Customplan Financial Services Inc., we provide personalized financial planning to help you create the life you love.

Karl Krokosinski, EPC

FINANCIAL ADVISOR

Micheline Varas, BA, RHU, RFC, EPC, GBDS, CEA, CHS

RISK MITIGATION STRATEGIST

Bonita Jane Kee, CEA

INVESTMENT FUND AND INSURANCE ADVISOR

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(604) 669-6903

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Contact Us

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Customplan Financial Advisors Inc.
1160-1090 W Georgia Street,
Vancouver, BC, V6E 3V7

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