CorePlan Financial Employee Directory

CorePlan Financial corporate office is located in 4211 Kingsway 602, Burnaby, British Columbia, V5H 1Z6, Canada and has 11-50 employees.

coreplan financial inc

coreplan inc

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

CorePlan Financial CEO

Adib YousofiCo-Founder & Chief Executive Officer

Phone

See Profile

Key Employees of CorePlan Financial

AA
Anita Anderson
Assistant To Dean Falkenberg
PhoneEmail
DF
Dean Falkenber...
Mutual Fund Advisor
PhoneEmail
RB
Rose Bahrami
Financial Advisor
PhoneEmail
JV
Jeni Versteeg
Executive Assistant To Adib Yousofi and Associate ...
PhoneEmail
GN
Glenda Nylande...
Assistant To Dean Falkenberg
PhoneEmail
AA
Alicia Anderso...
Investment To Adib Yousofi Administrator & Associa...
PhoneEmail

CorePlan Financial Global Presence

Location	People at location
North America	1-10

Index of contact profiles from CorePlan Financial

Hundreds of professionals searching for CorePlan Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RB
Rose Bahrami
Email Direct
Financial Advisor
Canada , British Columbia , Burnaby

JD
Jack Diogo
Email Direct
President of Coreplan, CLU Senior Financial Advisor
Canada , British Columbia , Burnaby

AY
Adib Yousofi
Email Direct
Co-Founder & Chief Executive Officer
Canada , British Columbia , Burnaby

AA
Anita Anderson
Email Direct
Assistant To Dean Falkenberg
Canada , British Columbia , Burnaby

DF
Dean Falkenberg
Email Direct
Mutual Fund Advisor
Canada , British Columbia , Burnaby

JV
Jeni Versteeg
Email Direct
Executive Assistant To Adib Yousofi and Associate Advisor
Canada , British Columbia , Burnaby

GN
Glenda Nylander
Email Direct
Assistant To Dean Falkenberg
Canada , British Columbia , Burnaby

AA
Alicia Anderson
Email Direct
Investment To Adib Yousofi Administrator & Associate Advisor
Canada , British Columbia , Burnaby

Former Employees at CorePlan Financial

Explore people who held key positions, contributed to CorePlan Financial's success, and advanced their careers.

DT
Debby Tang
Manager, Private Marke... at Connor, Clark & Lunn F...
Worked as Investment Associate
at CorePlan Financial (2017-2018)
Email Direct
TS
Tammie Smith
Rental Fleet Maintenan... at KRents
Worked as Financial Advisor & Assistant
at CorePlan Financial (2017-2018)
Email Direct

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Frequently Asked Questions Regarding CorePlan Financial Employees

How many employees does CorePlan Financial have?

CorePlan Financial has 11-50 employees

Who is the CEO of CorePlan Financial?

CorePlan Financial’s CEO is Adib Yousofi

Who are CorePlan Financial key employees?

Some of CorePlan Financial key employees are Anita Anderson, Dean Falkenberg, Rose Bahrami, Jeni Versteeg, Glenda Nylander

Where is CorePlan Financial located?

CorePlan Financial’s headquarters are located at 4211 Kingsway 602, Burnaby, British Columbia, V5H 1Z6, Canada

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... Read More

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 Employees