Customplan Financial Advisors Inc is an independent financial advisory firm located in Calgary. Our company is well-regarded in the industry for its educational offerings, advanced training, and technology that empower our advisors.
For years, we've built a strong reputation as an award-winning Managing General Agency (MGA), emphasizing the importance of independence. Our advisors are not tied to any insurance brokerage, allowing them to provide tailored solutions that best serve their clients' needs. We are dedicated to fostering growth and success in our advisors' practices through collaboration and support.
For years, we've built a strong reputation as an award-winning Managing General Agency (MGA), emphasizing the importance of independence. Our advisors are not tied to any insurance brokerage, allowing them to provide tailored solutions that best serve their clients' needs. We are dedicated to fostering growth and success in our advisors' practices through collaboration and support.
