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Strategic Alliance between Customplan Financial Advisors Inc. and OM Financial Inc.-forward-thinking, established, fast growth MGAs operating across Canada.

We are collectively expanding the insurance and investment services for our advisors, significantly strengthening our position as a National MGA.

This arrangement allows Customplan Financial Advisors Inc. and OM Financial Inc. to share technology platforms and resources, providing a larger suite of products and value-added propositions for financial advisors. Access to 19 major insurers’ MGA contracts allows our existing and new associates to enhance their practices by best serving their clients.

Customplan Financial Advisors Inc. a producer group agency founded in 1978, is comprised of over 700 advisors in British Columbia, Alberta, Saskatchewan, Ontario, and Newfoundland. OM Financial Inc. founded in 1999 has a network of over 1350 advisors across Canada. Fully independent, together we will be one of the largest and most established MGAs in insurance, investments, and financial planning in Canada.

Our collaboration and intellectual interplay, position us to best serve financial advisors.

This is one of the most significant strategic alliances in Canada.

(Karl Krokosinski)

President & CEO

Customplan Financial Advisors Inc.

1900-500W Georgia Street Vancouver,

British Columbia, V6G 2Z6.

(Rahul Bhardwaj)

President & CEO

OM Financial Inc.

218Export Blvd.,

Suite#610 Mississauga, ON L5S OA7.


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