Tailored Financial Strategies

Acquiring, Controlling & Transitioning wealth.

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

Get in Touch with Us

Phone

(604) 669-6903

Vancouver Head Office

1160-1090 W Georgia Street,
Vancouver, BC, V6E 3V7

Social

Send A Message

    Email Karl

    karlk@customplanfinancial.com

    Email Micheline

    michelinev@customplanfinancial.com

    Email Bonita

    Bonitak@customplanfinancial.com

    Additional Office Locations

    Calgary Office

    218-4000 4th Street SE, Building 200
    Calgary, Alberta  T2G 2W3
    403-209-3800
    Office Hours: Mon – Fri  8:00 AM – 4:30 PM MT

    Regina Office

    3617A Pasqua Street
    Regina, Saskatchewan  S4S 6W8
    306-352-1002
    Office Hours: Mon – Fri  8:30 AM – 4:30 PM CT

    Saskatoon Office

    1265A 8th Street East
    Saskatoon, Saskatchewan  S7H 0S5
    306-668-8831
    Office Hours: Mon – Fri  8:30 AM – 4:30 PM CT

    Manitoba Office

    2 – 62 Scurfield Blvd
    Winnipeg, MB  R3Y 1M5
    204-500-5115
    Office Hours: Mon-Fri  8:30 AM – 4:30 PM CT

    Edmonton Office

    Suite 204, 18304 105 Ave NW,
    Edmonton AB, T5S 0C6
    403-209-3800
    Office Hours: Mon-Fri  8:30 AM – 4:30 PM CT

    Customplan Financial Advisors Inc. offices are located in Calgary, Kamloops, Kelowna, Langley, Mississauga, Regina, Saskatoon, Vancouver, Victoria, Winnipeg and affiliated offices in London, England, Mexico City, Miami, Florida, Seattle, Washington, and Dubai.