Reich, Chad

Customplan Financial Advisors Inc. is an award-winning managing general agency that provides support and resources to independent financial advisors across Canada. The company is dedicated to empowering advisors through superior training and a collaborative network, enabling them to excel in their practices. With a focus on fostering partnerships and alliances, Customplan aims to create a community of independent advisors who can leverage each other's expertise. Their commitment to excellence and innovation positions them as a leader in the financial advisory industry. Generated from the website

Addenda Capital is a financial services firm based in Regina, SK, specializing in investment management and advisory services for institutional clients. With a focus on sustainable investing and risk management, the company offers tailored solutions to help clients achieve their financial goals. Utilizing a team of experienced professionals and cutting-edge technology, Addenda Capital provides a range of investment strategies and products to meet the diverse needs of its clientele. Committed to transparency and integrity, the firm strives to deliver consistent performance and value to its investors. Generated from their business information

Investment Planning Counsel (IPC) focuses on delivering personalized financial advice that empowers clients to navigate the complexities of wealth management and retirement planning. They offer flexible service options, adaptable communication methods, and emphasize the importance of engaged relationships to ensure clients feel supported in every stage of their financial journey. Recently, IPC expanded its operations through the acquisition of De Thomas Wealth Management, strengthening its commitment to becoming the premier destination for entrepreneurial advisors in Canada. With a client-centric approach, IPC helps families achieve their financial goals and provides tailored strategies that align with individual values and priorities. Generated from the website