Founded in 1979, Customplan Financial Advisors Inc. is a full-service Managing General Agency (MGA) and a Level 4 Mutual Fund Dealer headquartered in British Columbia, Canada. The company operates as a financial marketing organization that supports a network of independent financial advisors across Canada. Its mission is to empower these advisors by providing them with access to a wide range of financial products, including mutual funds, segregated funds, GICs, and insurance, along with compliance, training, and back-office support, enabling them to offer comprehensive financial planning services to their clients.

Founded in

Canada