Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Insurance Agency

Customplan Financial Advisors Inc.

Headquarters

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Insurance Agency.

About

About This Business

Through continuing professional education, efficient internal support and their focus on collaborative work, they provide comprehensive financial management to serve the best interests of all individuals and corporations with whom they do business.

Business Details

BBB File Opened:
18/3/2009
Business Started:
1/7/1989
Business Incorporated:
9/9/1992
Type of Entity:
Corporation
Related Businesses:
Equinox Financial CustomPlan
Business Management:
Ian MacLean, Vice President Of Operations
Karl J Korokosinski, CEO
Kendra Hudson, Marketing Coordinator

Additional Contact Information

Principal Contacts
Ian MacLean, Vice President Of Operations
Customer Contacts
Ian MacLean, Vice President Of Operations
Fax numbers
Primary Fax: (604) 687-7763
Additional Phone Numbers
Other Phone: (250) 377-8663
Other Phone: (250) 260-1104
Other Phone: (604) 560-5595
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
BC Securities Commission
PO Box 10142 Pacific Centre
Vancouver BC V7Y 1
Phone Number: (604) 899-6500
https://www.bcsc.bc.ca/
[email protected]
Financial Consumer Agency of Canada (FCAC)
13 Fl 255 Albert St Kent Square Bld
Ottawa ON K1A O
Phone Number: (866) 461-3222
https://www.canada.ca/en/financial-consumer-agency.html
[email protected]
Government of Yukon Corporate Affairs
PO Box 2703
Whitehorse YK Y1A 2C6
Phone Number: (867) 667-5225
[email protected]
Insurance Council Of British Columbia
PO Box 7 300 1040 W Georgia St
Vancouver BC V6E 4
Phone Number: (604) 688-0321
https://www.insurancecouncilofbc.com/
[email protected]
Investment Industry Regulatory Organization of Canada (IIROC)
2800 1055 W Georgia St
Vancouver BC V6E 3
Phone Number: (604) 683-6222
https://www.iiroc.ca/Pages/default.aspx

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.