President, SB Wealth Solutions
SBillan Wealth Solutions Inc.
Investment and Insurance Advisor.
Sindy Billan, the president of SB Wealth Solutions, is an investment and insurance advisor affiliated with Customplan Financial Advisors Inc. She maintains licenses in the provinces of Alberta and BC for the sale of investments, life and health insurance products. She is a member of Advocis, the Financial Advisors Association of Canada.
Sindy began her career in the financial service industry in 2003 and has established a practice built on helping families and business owners in preparing their financial future. She brings a unique, holistic approach to financial advising, taking into consideration the priorities of west-coast residents, the connection between health & wealth, and the necessity of a work-life balance. Sindy specializes in financial solutions for professional members of the health and wellness community, including Naturopathic Doctors, Chiropractic Doctors, Registered Massage Therapists and Chinese Traditional Medicine Practitioners, creating customized solutions for their individual practices and clinics.
As an advocate of financial literacy, Sindy has engaged in numerous speaking presentations that promote financial education. She has created and presented a series of Lunch & Learn Sessions at multiple businesses in the downtown area, and conducted seminars at BINM, Boucher Institute of Naturopathic Medicine. Sindy continues to write articles for the British Columbia Naturopathic Association (BCNA) quarterly Bulletin, and is an annual exhibitor/sponsor at the BCNA and Northwest Naturopathic Physician Convention (NWNPC) conventions. Sindy is proud of her distinct approach to financial advising and education and is committed to empowering her clients with the best knowledge, tools and products to achieve their financial goals.
President and Founder, Customplan Financial Advisors Inc.
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. As president and founder of Customplan Financial Advisors Inc, the largest Independent financial planning firm in the GVRD (Greater Vancouver Regional District), Karl is a mentor and coach to many people in our industry and also to many outside our industry. Karl believes in “Paying it Forward”.
Sr. Vice President, Customplan Financial Advisors Sr. Partner, Advanced Consultancy Team
Micheline joined Customplan Financial in 1994 where she is both a Senior Partner and an independent advisor. Micheline works in conjunction with several insurers and their respective underwriters and is a consulting resource to financial advisors, large institutions and individual and corporate clients. Her focus is to structure and deliver creative, cost and tax effective risk mitigation solutions and concepts. In 2014 Micheline was named one of 50 Women of Influence in Canada’s insurance industry.
Chief Investment Officer, Investia Financial Services Inc.
Robert Hack began his career in the financial services industry 15 years ago joining Customplan in 2005. A recognized financial advisor in his own right, Rob’s responsibilities also encompass that of Branch Manager with Investia Financial Services Inc. and Senior Vice President of Customplan’s investment division.
Alphil J. Guilaran
Executive Director, Financial Literacy Counsel Inc.
Alphil is the Executive Director and co-founder of the Financial Literacy Counsel which began as a university student club in 1999. Today, the Financial Literacy Counsel serves over 700 private, institutional and corporate clients. His training and work experience include business development and portfolio management research for CIBC World Markets and portfolio management administration for RBC Dominion Securities. Alphil and his team of legal, accounting, and financial management specialists are passionate about “building financially literate generations.”
President, Southlands Financial