President, SB Wealth Solutions
SBillan Wealth Solutions Inc.
Investment Funds Advisor, Investia Financial Services Inc.
Sindy Billan, the president of SB Wealth Solutions, is an Investment Funds Advisor with Investia Financial Services Inc. and an associate affiliated with Customplan Financial Advisors Inc. She maintains dual licenses, under the Security and Regulations Act of BC and the Financial Institution Act of BC, for the sale of mutual funds and life and health insurance products, respectively. Additionally, she is a member of Advocis, the Financial Advisors Association of Canada and FWE, Forum for Women Entrepreneurs, mentor for The Minerva Foundation For BC Women and YWiB, Simon Fraser University, Young Women in Business.
She 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. Sindy 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. She develops solutions that enable her clients to reach their financial goals while maintaining the quality of life they most desire.
Sindy specializes in financial services 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 has written articles for the British Columbia Naturopathic Association (BCNA) quarterly Bulletin, and is also an exhibitor/sponsor at the annual Northwest Naturopathic Physician Convention (NWNPC). 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 accommodate their individual financial needs.
Managing Partner, Customplan Financial Advisors Inc.
Karl has 33 years of experience coaching and developing business leaders, as well as developing inheritance and succession plans for successful companies. Karl is the co-founder of Equinox Financial Group and Customplan Financial Advisors Inc. and oversees the management of 11 offices across Canada and affiliate offices in the United States, England, Mexico, and Hong Kong. He is a mentor to Canada’s top financial advisors and is a consulting resource for executive compensation plans, strategic planning, corporate succession planning, and human capital management issues in the financial industry.
Vice President of Compliance and Operations, Customplan Financial Advisors Inc.
Ian entered the Financial Services business in 1975, focusing on credit and consumer financing for small business owners. He then developed a practice in Financial Management for business owners and became part of a collaboration of Accountants, Lawyers, and Risk Managers as well as a Management Coach. His success in this area allowed him to pursue Estate and Business Succession planning. In 1989, he co-founded Customplan Financial Advisors Inc., and expanded with offices throughout Canada. He currently specializes in the underwriting of large business cases and individuals with health challenges. Finally, he maintains a long-term membership in the Million Dollar Round Table.
Sr. Vice President, Customplan Financial Advisors Sr. Partner, Advanced Consultancy Team
Micheline Varas joined Customplan Financial Advisors in 1994, where she currently holds the position of Sr. Vice President, Living Benefits as well as Managing Partner of Customplan’s new Ontario division. Micheline has over 23 years of experience working with families, companies and institutions to develop long-term financial planning strategies. She is a registered health underwriter and specializes in advanced solutions dealing with pension planning, executive & employee disability, critical illness plans and executive retirement benefits packages. She also addresses financial management issues specific to women, business owners/managers and is a consultant to large institutions and corporations on pension maximization planning. Micheline is also a senior partner with the Advanced Consultancy Team (A.C.T.) where she is committed to providing financial advisors with innovative and tax effective insurance solutions for their personal and business clients.
Sr. Partner, Advanced Consultancy Team
Marion has been involved in the living benefits industry for over 25 years. Marion’s career evolved through a successful private practice where she specialized in the medical professions and that of Senior Account Executive with one of Canada’s most recognized insurers. She is a popular and frequent speaker at industry events. After a brief sojourn with ‘early retirement’, Marion was asked to rejoin an industry where her experience, passion and insight were needed.
Today, Marion is a senior partner with the Advanced Consultancy Team (A.C.T.) where she is committed to providing financial advisors with innovative and tax effective insurance solutions for their personal and business clients.
Chief Investment Officer, Investia Financial Services Inc.
Robert Hack began his career in the financial services industry 18 years ago, and he joined 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. Rob’s experience and reputation allow him to educate both associates and clients, providing them with strategic solutions to help them achieve their short and long term goals.
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. He is also an Million Dollar Roundtable qualifying member and an Elder Planning Counselor. Alphil and his team of legal, accounting, and financial management specialists are passionate about “building financially literate generations.”
Investment Funds Advisor, Investia Finacial Services Inc.
Scott began his financial practice in 1995 with a primary focus on serious investing. He later acquired the Elder Planning Counsellor Designation and Life Insurance License, and has helped many singles, families and business owners develop financial strategies that are tailor-fitted for them. Scott has been a member of the prestigious Million Dollar Round Table since 2001 and is the Past Communications Director for the BC chapter.
Alternate Branch Manager, Customplan Financial Advisors Inc., Investia Financial Services Inc.
After graduating from BCIT’s Financial Management Program specializing in Corporate Finance, Vilena began her career in the financial services industry in 2002, beginning as an administrative assistant with Investors Group. In 2003, she moved to the Regional Office of Investia Financial Services as an Administrator. Vilena joined Customplan in 2007 as Branch Coordinator and currently serves as Branch Manager for the Investia division. Her duties include organizing the daily branch activities and monitoring compliance issues.
Marg has a B.A. in Psychology and a B.C. Teacher’s Certificate in Elementary Education. Through her husband, Ian MacLean, and his career in the Financial Planning industry, Marg became involved with the profession by assisting Ian with managing his clientele. She began working at Customplan over 13 years ago, and held a variety of positions assisting company Associates. Marg is now working as the Senior Case Coordinator of Insurance, which includes New Business processing through to Policy Service for Customplan Financial Advisors and Manulife Case Coordinator for PEAK Insurance Services.
Marketing Director, Customplan Financial Advisors Inc.
Rob has been helping individuals and companies achieve their financial goals since 1985. He maintains Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. A lifetime and qualifying member of the Million Dollar Round Table (MDRT), Rob is committed to lifelong learning and is also involved in educating clients and colleagues on debt elimination, retirement income and estate planning concepts.