CorePlan Financial

Finance · Canada · 11-50 Employees

View Company Info for Free

Overview

Headquarters

602 4211 Kingsway, Burnaby, British Colu...

Phone Number

(250) 785-9603

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About CorePlan Financial

CorePlan Financial Inc. provides comprehensive financial advice tailored to the needs of business owners, professionals, and families. Their services include business continuation, succession planning, executive and group benefits, as well as various insurance and investment products. The company focuses on helping clients increase personal cash flow, protect their businesses, and accumulate wealth through customized solutions. CorePlan aims to assist clients at different life stages, from starting a career to preparing for retirement.Explore more
CorePlan Financial's Social MediaPopular SearchesCorePlan Financial Inccoreplan IncSIC Code 62,628NAICS Code 52,523Show more

CorePlan Financial Org Chart

AY
Canada flag for contact location.

Co-Founder & Chief Executive Officer

PhoneEmail
AA
Canada flag for contact location.

Investment To Adib Yousofi Administrator & As...

PhoneEmail
JV
Canada flag for contact location.

Executive Assistant To Adib Yousofi and Assoc...

PhoneEmail
DF
Canada flag for contact location.

Mutual Fund Advisor

PhoneEmail
RC
Canada flag for contact location.

Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
RB
Canada flag for contact location.

Financial Advisor

PhoneEmail
BO
Canada flag for contact location.

Receptionist

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is CorePlan Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to CorePlan Financial

Compare insights from companies similar to CorePlan Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CorePlan Financial

<$5M
11-50
Private
-
2003
AY
Adib YousofiCo-Founder & CEO
<$5M
11-50
Private
-
2015
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CR
Connie RobertsOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CorePlan Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CorePlan Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CorePlan Financial.

CorePlan Financial Tech Stack

A closer look at the technologies used by CorePlan Financial

Top Finance Companies

Frequently Asked Questions Regarding CorePlan Financial

What is CorePlan Financial's official website?
CorePlan Financial's official website is www.coreplan.net
What is CorePlan Financial's Revenue?
CorePlan Financial's revenue is <$5 Million
What is CorePlan Financial's SIC code?
CorePlan Financial's SIC: 62,628
What is CorePlan Financial's NAICS code?
CorePlan Financial's NAICS: 52,523
How many employees does CorePlan Financial have?
CorePlan Financial has 11-50 employees
What industry does CorePlan Financial belong to?
CorePlan Financial is in the industry of: Finance, Insurance, Securities Trading
What is CorePlan Financial competition?
CorePlan Financial top competitors include: Pro-Active Financial Services, Buss Financial Group, Cooper Financial Group, Macnaughton & Ward Financial Services
What technology does CorePlan Financial use?
Some of the popular technologies that CorePlan Financial uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact CorePlan Financial?
CorePlan Financial contact info: Phone number: (250) 785-9603 Website: www.coreplan.net
What does CorePlan Financial do?

CorePlan Financial Inc. provides comprehensive financial advice tailored to the needs of business owners, professionals, and families. Their services include business continuation, succession planning, executive and group benefits, as well as various insurance and investment products. The company focuses on helping clients increase personal cash fl... ow, protect their businesses, and accumulate wealth through customized solutions. CorePlan aims to assist clients at different life stages, from starting a career to preparing for retirement.Read More

What are CorePlan Financial social media links?
CorePlan Financial Linkedin page CorePlan Financial Twitter page CorePlan Financial Facebook page
Is CorePlan Financial a public company?
CorePlan Financial is private company therefore does not currently have an official ticker symbol
See more information about CorePlan Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.