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+1 604-687-7773
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1500 West Georgia Street Unit 1900, Vancouver, BC, V6G 2Z6
West End, Coal Harbour, Downtown
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130 ftWest Georgia & Cardero Street
420 ftBidwell Street
620 ftBroughton
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Specialties
The financial products and services offered by Customplan Financial Advisors Inc are of the highest quality available in today’s marketplace. We have formed unique strategic alliances with other industry leaders. We will assist our clients in developing superior managed portfolios with creative tax assisted benefits, security, liquidity and increased potential for long term growth.
We have a thorough due diligence process to develop and evaluate financial opportunities that will benefit our clients. Our strategic alliance partners and product suppliers must meet our stringent standards for financial strength, professional management, historical performance, product design and customer service. We continually collaborate with our strategic partners to fine tune product design and customer service issues.
All products and services are competitively priced and distinguished by leading edge features and value added benefits
History
Established in 1972.
Customplan Financial Advisors Inc, the largest Independent financial planning firm in the GVRD (Greater Vancouver Regional District) He has recently completed his 100th associate transition plan. Karl was also a founding member of the Association of Independent Life Brokerage Agencies.
Meet the Business Owner
Karl K.
Business Owner
Karl Krokosinski has been in the financial services industry for over 37 years. A life and qualifying member of the Million Dollar Round Table for over 26 years with 16 Court of the Table and 14 Top Of The Table honours. He is also an Excalibur Knight, one of only 6 in Canada.
A noted speaker, Karl has spoken on 5 continents at both industry and non industry symposiums and was the longest standing moderator of the Life Underwriters Association now known as Advocis. He has addressed universities, charities, trust departments, professional associations and even grade 4 students. Professionally, he concentrates on sophisticated estate planning techniques for both business and Estate Planning techniques for his clients and is a trainer and educator of insurance professionals and financial advisors. Karl was one of the original 7 founding managing partners of the national producer group called Equinox Financial Group Inc., and was awarded the managing partner of the year 3 times. Karl is t
