Customplan Financial Services Inc.
  • Home
  • About
    • Our Team
    • Karl Krokosinski
    • Micheline Varas
    • Bonita Kee
  • Who We Serve
    • Families
    • Business Owners
    • Professionals and Incorporated Entities
  • Services
    • Insurance
    • Investments
    • Financial Planning
    • Estate Planning
    • Underwriting Expertise
    • Charitable Giving & Legacy
    • Travel Insurance
  • AMORÉ
  • Blog
  • Resources
  • Contact
Select Page

Resources

HELPFUL WEBSITES

GetSmarterAboutMoney.ca
Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

INVESTMENT ACCOUNT INFORMATION

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

CANADIAN FINANCIAL NEWS

Bloomberg
Canadian Business
Financial Post
Globe & Mail Report on Business
Globe Investor

RESOURCES FOR AGES 55+

Old Age Security (OAS)
Canada Pension Plan (CPP)
Senior Tax and Benefit information

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



(604) 669-6903



Contact Us



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

©2024 Financial Tech Tools  |  Privacy Policy  |   Website Terms of Use