Coreplan Financial Inc
CorePlan Financial Inc. is a full service financial advisory firm with some of our Advisors having over 30 years of experience. We are all focused on helping Canadians grow and secure their wealth. Our approach is to develop simple and practical solutions.
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Verified contacts
4
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- EA
Eila Akbari
Partner · General Business & Management
EmailPhone - AA
Alicia Anderson
Associate Advisor · Finance & Accounting
EmailPhone - JV
Jeni Versteeg
Insurance Client Specialist · Other
EmailPhone - RC
Rafael Chávez-Alcorta
Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Coreplan Financial Inc
4 distinct titles indexed · top 4 shown.
- 1associate advisor
- 1financial advisor
- 1insurance client specialist
- 1partner
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