We are an award-winning MGA, recognized by the industry for providing education, training, expertise and technology. We one of the few MGAs not owned by an insurance company. Our term product is generally offered by referral from one of our advisors, but it can also be purchased here.
About Us
Need Help?
I’m Lucas Gil and I’m here to help.
Phone:
604 916 8819
I’m delighted to serve clients in both British Columbia and Ontario with a thoughtful and data-driven approach to wealth management. With a solid educational foundation in financial mathematics and economics from the University of Waterloo, I focus on investment fund analysis, estate preservation, and tax-aware strategies. My aim is to help clients grow and protect their wealth with clarity and confidence.
I work closely with senior advisors at Customplan Financial Advisors, including experts with over 40 years of experience. Together, we are well-equipped to handle complex financial situations and provide personalized solutions to help clients and their families achieve their financial goals.
Whether you're navigating a life transition, building long-term wealth, or seeking greater financial peace of mind, I'm here to be a reliable and knowledgeable partner throughout your financial journey.
