Financial freedom starts with smart budgeting. CorePlan Financial provides personalized budgeting advice to help you manage your finances effectively. Take control of your financial future today. Visit our website for budgeting tips and guidance! #Budgeting #FinancialFreedom
About us
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.
- Website
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http://www.coreplan.net/
External link for CorePlan Financial Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Burnaby, British Columbia
- Type
- Privately Held
- Founded
- 1987
Locations
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Primary
4211 Kingsway
Suite 602
Burnaby, British Columbia V5H 1Z6, CA
Employees at CorePlan Financial Inc.
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EILA AKBARI, CIM, CIWM, CSC
Private Wealth and Estate Tax Advisor at CorePlan Financial | Partner LJC Financial
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Jeni Versteeg
Insurance and Mutual Fund Advisor
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Rafael Chávez-Alcorta, B.Sc. RIS
Associate Financial Advisor at CorePlan Financial Inc. | CI Assante Wealth Management
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Alicia Anderson
Licensed Investment Assistant at CorePlan Financial Inc.
Updates
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Planning for the future includes being prepared for the unexpected. CorePlan Financial offers comprehensive insurance planning to protect you and your loved ones. Ensure you're covered for life's uncertainties. Visit our website for more information! #InsurancePlanning #CorePlan
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Your financial well-being is our priority at CorePlan Financial. Our holistic approach to financial planning covers everything from investments to estate planning. Trust us to guide you through every step of your financial journey. Discover more on our website! #FinancialWellbeing #CorePlan
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Business owners, did you know that financial planning can significantly impact your business growth? CorePlan Financial specializes in helping business owners with customized financial strategies. Let us help you achieve financial stability and growth. Get in touch with us today! #BusinessPlanning #CorePlan
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Secure your child's future with CorePlan Financial's education savings plans. We offer tailored advice on TFSAs, RESPs, and more to help you save effectively for your child's education. Invest in your child's future today. Contact us to learn more! #EducationSavings #CorePlan
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Estate planning is about more than just your assets; it's about your legacy. CorePlan Financial can help you create a comprehensive estate plan that ensures your wishes are honored. Protect your loved ones and your legacy. Learn more on our website! #EstatePlanning #CorePlan
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Investing wisely can help you achieve your financial dreams. At CorePlan Financial, we offer personalized investment advice and portfolio management. Our strategies are designed to maximize your returns and minimize risks. Schedule a consultation with us today! #Investing #FinancialGrowth
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Retirement planning is essential for a secure future. CorePlan Financial provides customized retirement plans that fit your lifestyle and goals. Start planning today to ensure you have the resources you need for a comfortable retirement. Contact us to get started! #RetirementPlanning #CorePlan
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Protect your income with disability insurance! 🛡️ Learn how it works, its importance, and how it can secure your financial future in times of need. Don't wait—get informed today! #InsuranceProtection #FinancialSecurity
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Planning your financial future can be overwhelming, but it doesn't have to be. At CorePlan Financial, we offer comprehensive planning tailored to your unique needs. Our personalized approach ensures your financial goals are met. Let us help you navigate your financial journey with confidence. Visit our website to learn more! #FinancialPlanning #CorePlan