Providing Quality Professional Advise

In the Provinces of BC,AB,ON,NB,NS,NL,SK

Professional Management.

The financial products and services offered by my association with 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

About Us

Financial Calculators


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Customplan Calculators


Our Services

Insurance Services listed below

Critical Illness Insurance

Many people who survive critical illnesses face serious financial constraints as they attempt to recover. Now there is a solution that takes away the financial strain of surviving a critical illness.

Critical Illness is a new type of insurance that lets you protect yourself against the high cost of rebuilding your lifestyle following critical illness.

It can provide a lump sum benefit just 30 days after the diagnosis of one of the  critical illnesses:




Long Term Care Insurance

Traditionally, we have counted on the government to provide for our medical needs, but when it comes to long term care, you can expect the following from our medical system:

• Long waits, up to three or four years unless you are hospitalized.
• Outdated and overcrowded facilities.
• An annual financial assessment, to determine the level of subsidy received.
• No choice of location.
• Reduced services.

Finally, however, there is a solution – Long Term Care Insurance. Available for decades in the U.S., this coverage was introduced to Canada during the last 10 years

Contact Us

Information on Insurance Products 

Term Coverages

Universal Life

Whole Life

Find more resources here.


1500 West Georgia Street

Suite 2000

Vancouver BC V6G 2Z6


TEL: 604-992-9069
or 866-253-0030

My focus is on providing clients with the advice and assistance they need to make informed decisions about their financial futures.  With so many options to choose from, the choices to save and spend your hard-earned money can be a difficult and overwhelming task.  Whether you are just starting out or already have an established plan or just want to rebalance your insurance and GIc or Segregated Fund investments to better reflect your stage of life, I will help you diversify your portfolio to manage risk in the Provinces of BC,AB,SK,ON,NB,NS,NL

* an Independent Broker and License Nominee for Customplan Financial Advisors Inc. in BC,AB, NB,ON,NS,NL ,SK 

* an independent Deposit Broker for Monarch Wealth GICDirect




Northwest Territories

Nova Scotia


Prince Edward Island



Yukon Territory

Government of Canada: Links to federal government departments and websites.

Ministry of Health And Long Term Care: Health and long-term care services for Canadians.

Citizenship And Immigration Canada: Information for Canadian and those wishing to become Canadian citizens.

Human Resources And Social Development Canada: Information regarding public pensions and retirement.

Seniors Canada On-line: Useful information for those who are seniors or who are responsible for the well-being and care of senior citizens.

Canada Gazette: Newspaper of the Federal government. Catch up on the latest news from the “Hill”.

Office Of The Prime Minister: See what the Prime Minister is up to!

Parliament of Canada: Anything and everything you’ve ever wanted to know about what happens in our Parliament.

Canada Revenue Agency: The latest information regarding taxation issues.

Office of the Commissioner of Review Tribunals: Review tribunals for Canada Pension Plan and Old Age Security appeals.

Provincial Governments
Below are a list of each province’s provincial government websites. These are a very useful resource for Canadians who are in need of information relating specifically to their provincial laws, mandates, rules and regulations.


British Columbia


New Brunswick

Living in Canada