CorePlan Financial

Q: What is CorePlan Financial's official website?

CorePlan Financial's official website is www.coreplan.net

Q: What is CorePlan Financial's Revenue?

CorePlan Financial's revenue is <$5 Million

Q: What is CorePlan Financial's SIC code?

CorePlan Financial's SIC: 62,628

Q: What is CorePlan Financial's NAICS code?

CorePlan Financial's NAICS: 52,523

Q: How many employees does CorePlan Financial have?

CorePlan Financial has 11-50 employees

Q: What industry does CorePlan Financial belong to?

CorePlan Financial is in the industry of: Finance , Insurance , Securities Trading

Q: What is CorePlan Financial competition?

CorePlan Financial top competitors include: Pro-Active Financial Services , Buss Financial Group , Cooper Financial Group , Macnaughton & Ward Financial Services

Q: What technology does CorePlan Financial use?

Some of the popular technologies that CorePlan Financial uses are: WordPress.org, reCAPTCHA, PHP, Google Font API

Q: How do I contact CorePlan Financial?

CorePlan Financial contact info: Phone number: (250) 785-9603 Website: www.coreplan.net

Q: 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

Finance · Canada · 11-50 Employees

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Overview

Headquarters

4211 Kingsway 602, Burnaby, British Colu...

Phone Number

(250) 785-9603

Website

www.coreplan.net

Revenue

<$5 Million

Industry

Finance

Insurance

Securities Trading

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

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SIC Code 62,628NAICS Code 52,523Show more

CorePlan Financial Org Chart

Adib Yousofi

Co-Founder & Chief Executive Officer

Phone

Alicia Anderson

Investment To Adib Yousofi Administrator & As...

Phone

Executive Assistant To Adib Yousofi and Assoc...

Phone

Financial Advisor

Phone

Mutual Fund Advisor

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CorePlan Financial

<$5M

11-50

Private

2003

Adib YousofiCo-Founder & CEO

Macnaughton & Ward Financ...

$5.5M

11-50

Private

2010

Michael PasielskiInsurance & Financial Advisor

Normaxx Financial Group

<$5M

11-50

Private

2015

Robert NashPresident

Pro-Active Financial Serv...

<$5M

1-10

Private

1996

Andrew AdamsDirector

Manulife Securities

<$5M

1-10

Private

N/A

Cooper Financial Group

<$5M

1-10

Private

Ian SangharaBba, Cphr Senior Manager, Operations

Buss Financial Group

<$5M

1-10

Private

1987

Lionel MorencyCEO

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CorePlan Financial Tech Stack

A closer look at the technologies used by CorePlan Financial

PHP

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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, Google Font API

How do I contact CorePlan Financial?

CorePlan Financial contact info: Phone number: (250) 785-9603 Website: www.coreplan.net

What does CorePlan Financial do?

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

CorePlan Financial Latest Hires and Their Positions

CorePlan Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Rose Bahrami

Financial Advisor

Joined Jan 1, 2026

Phone

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