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Business Profile

Insurance Agency

Customplan Financial Advisors Inc.

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.

Products and Services

Life Insurance Critical Illness Insurance Long term care Insurance Segregated Investment Funds GIC Brokerage Group Insurance Health and Dental coverage Travel Insurance Kidnap Ransom Insurance

Years in Business: 36

Business Details

BBB File Opened:
9/6/2014
Business Started:
1/7/1989
Business Started Locally:
5/2/2002
Business Incorporated:
9/9/1992
Type of Entity:
Corporation
Alternate Names:
Customplan Financial Advisors
Business Management:
Karl Krokosinski, CEO/Owner
Ian Maclean, VP Operations & Compliance

Additional Contact Information

Principal Contacts
Karl Krokosinski, CEO/Owner
Customer Contacts
Karl Krokosinski, CEO/Owner
Ian Maclean, VP Operations & Compliance

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

Payment methods
Direct to the companies 
Refund and Exchange Policy
10 Day cancellation on all insurance products after policy delivery
Other Resources
Alberta Securities Commission
Suite 600, 250 - 5 Street SW
Calgary AB T2P 0
Phone Number: (403) 297-6454
https://www.albertasecurities.com/
Real Estate Council of Alberta
Suite 202 1506 11 Ave SW
Calgary AB T3C 0
Phone Number: (403) 228-2954
https://www.reca.ca/
[email protected]

More Resources

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