Customplan Financial Advisors Inc. is one of Canada’s leading financial planning agencies. We offer our clients, from the inexperienced individual to the well-established corporation, the array of financial products and services needed to ensure their financial security and prosperity.
Founded on the principal of service, we believe in supplying both our clients and our advisors with the best the industry has to offer. Members of our distinguished network of advisors maintain their positions at the forefront of the field through our numerous educational opportunities, detailing the latest industry trends and knowledge from Canada’s top financial and insurance experts. By ensuring our advisors are of the highest caliber, we deliver our clients the best.
Financial planning is multifaceted, complex, and onerous. Our services minimize your financial burden and put you on the path to living your best life.
Karl Krokosinski has over 44 years of experience in the financial services industry, specializing in estate and succession planning. A life and qualifying member of the Million Dollar Round Table (MDRT) for over 35 years, he has earned 24 Top of the Table honors and served as an Excalibur Knight of the Canadian MDRT Foundation. Karl has spoken at global events and was the longest-standing moderator for the Life Underwriters Association (now Advocis).
He co-founded Equinox Financial Group Inc. and is the president and founder of Customplan Financial Advisors Inc., the largest independent financial planning firm in Greater Vancouver. Karl has also held leadership roles, including credit union president and Rotary Club president, earning the Paul Harris Fellow Award. A mentor and coach, Karl is dedicated to “Paying it Forward” and has completed over 100 associate transition plans.
Richard Pyper has over 25 years of experience in manufacturing and distributing financial services products. He focuses on building profitable distribution networks for independent brokers, believing that effective distribution and valuable products are key to success. After selling his own insurance and wealth practice, Richard held senior leadership roles at SunLife Financial and AXA Financial, playing a crucial role in multiple Investment Dealer and MGA acquisitions.
Since July 2012, Richard has served as the Chief Executive Officer and largest shareholder of EXOS Wealth Systems Inc. and the Monarch Wealth group of companies. His expertise as a sales agent, manager, and executive helps advisors and brokers grow their businesses by offering valuable solutions, products, and services to meet consumer needs.
Myra Ekkel began her career in the Insurance Industry in 2002 after five years in hospitality. She joined Customplan Financial Advisors in 2003, starting in the back office at the Calgary location. Over four years, she progressed from Receptionist to Office Supervisor, guided by the Vancouver Management Team. In 2008, Myra took a one-year sabbatical to work and travel in Australasia, including a role as Executive Assistant at Baileys Commercial Real Estate in New Zealand. Upon returning to Canada in 2009, she rejoined Customplan. Over her 16-year tenure, Myra advanced through various roles, ultimately becoming Chief Operating Officer.