Business ProfileforCustomplan Financial Advisors Inc.
At-a-glance
Related Categories
Overview
We are an MGA ( Managing General Agency ) owned and run by our key advisors.
Independent Advisors are contracted with us to provide assistance in placing business with the insurance carriers and training them.
Products & Services
Business Details
- Location of This Business
- 400 4 St SE Building 200 Unit 218, Calgary, AB T2G 2W3
- Headquarters
- 1900 1500 W Georgia St, Vancouver, BC V6G 2Z6
- BBB File Opened:
- 9/6/2014
- Years in Business:
- 35
- Business Started:
- 7/1/1989
- Business Started Locally:
- 5/2/2002
- Business Incorporated:
- 5/2/2002
- 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.
- Type of Entity:
- Corporation
- Alternate Business Name
- Customplan Financial Advisors
- Business Management
- Karl Krokosinski, CEO/Owner
- Ian Maclean, VP Operations & Compliance
- Contact Information
Principal
- Karl Krokosinski, CEO/Owner
Customer Contact
- Karl Krokosinski, CEO/Owner
- Ian Maclean, VP Operations & Compliance
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