What CorePlan Financial does

CorePlan Financial Inc. is a privately held Canadian financial advisory firm headquartered in Burnaby, British Columbia, operating as an affiliated practice under CI Assante Wealth Management Ltd. — a dual-registered firm providing investment, mutual fund, and exempt-market product access in Canada. The firm serves three primary client segments — business owners, professionals, and families — across two physical offices in Burnaby (Metro Vancouver) and Fort St. John (Peace Region). Its services span four lines: business financial planning (continuation, succession, executive benefits, group benefits), personal insurance (life, disability, critical illness, long-term care), estate and retirement planning, and registered investment products (TFSA, RRSP, RRIF, RESP, RDSP, and segregated funds). The firm also publishes a suite of 15+ interactive financial calculators and an educational blog to support content-led client engagement.

The business model is fee-based financial advisory with a face-to-face distribution model. Revenue is generated through advisor-led wealth planning engagements and commissions on insurance and investment products distributed through CI Assante Wealth Management and Assante Estate and Insurance Services Inc. The firm holds seven named licensed financial advisors (Dean Falkenberg, Jeni Versteeg, Eila Akbari Sarasia, Rafael Chavez-Alcorta, Adib Yousofi, Emily Canavan, Jason Dukowski), positioning the team itself as the primary productive asset. The firm is registered with the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and its differentiation rests on fiduciary positioning ("comprehensive financial advice in your client's best interest alone") and regional coverage in British Columbia.

No external investment, private equity ownership, founder ownership splits, or M&A history is disclosed. There is no evidence of proprietary technology, AI/ML capabilities, patent activity, or technology platform architecture beyond standard website CMS and financial calculator tools. CorePlan Financial appears to be a stable, relationship-driven regional advisory practice with a content-marketing motion but no disclosed plan for product, geographic, or platform expansion beyond its existing BC footprint.

Name

CorePlan Financial

Legal name

CorePlan Financial Inc.

Website

https://coreplan.net

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

CorePlan Financial Inc. is a Canadian financial advisory firm operating under CI Assante Wealth Management, offering business planning, personal insurance, retirement, and registered investment services to business owners, professionals, and families across British Columbia from offices in Burnaby and Fort St. John.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Life Insurance (6311)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Financial planning services
• Wealth management advisory
• Life insurance advisory
• Retirement planning services
• Business succession planning

Headquarters

HQ city

Burnaby

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Distribution channels2 records

Marketing channels3 records

Core offering

CorePlan Financial is a Canadian financial advisory firm that delivers holistic financial planning to business owners, professionals, and families. Its core services include financial planning, personal insurance (life, critical illness, disability, long-term care), retirement and education savings plans (TFSA, RRSP, RRIF, RESP, RDSP), segregated funds, estate planning, and dedicated business planning solutions such as business continuation, business succession planning, executive benefits, and group benefits. The firm also offers an online suite of financial calculators to support client planning.

Product overview

CorePlan Financial Inc. is a financial advisory firm operating as part of CI Assante Wealth Management, offering a comprehensive suite of financial planning services through multiple service lines. The core offerings include Business Planning services (Business Continuation, Business Succession, Executive Benefits, Group Benefits) targeting business owners and corporations; Personal Insurance products (Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care); Estate and Retirement Planning services; and Registered Investment Products (TFSA, RRSP, RRIF, RESP, RDSP, Segregated Funds). The firm also provides a suite of financial calculators for client education and planning purposes. CorePlan Financial serves clients from offices in Burnaby, BC and Fort St. John, BC, operating as an exempt-market dealer and member of the Canadian Investment Regulatory Organization (CIRO) and Canadian Investor Protection Fund (CIPF).

Differentiator

Problem solved

Functional benefit

Products and services

• Business Continuation Planning Advisory service for business owners focused on ensuring ownership and operations can continue if an owner dies, becomes disabled, or otherwise exits. Designed for owner-operators of small and mid-sized businesses seeking to preserve enterprise continuity.
• Business Succession Planning Advisory service supporting business owners through ownership transition, including identifying successors, structuring sale or transfer, and aligning personal financial outcomes with the transition. Targets Canadian business owners planning exit or intergenerational transfer.
• Executive Benefits Advisory engagement to design and fund benefit programs aimed at retaining key executives in a business owner-led company. Intended for business owners and their leadership teams.
• Group Benefits Advisory service to structure group benefits coverage for employees of a business owner-client. Supports talent attraction and retention and is positioned for small and mid-sized employers.
• Life Insurance Distribution and advisory service for personal and business life insurance solutions, supporting protection, estate, and business continuation needs. Targets professionals, families, and business owners.
• Critical Illness Insurance Insurance advisory service providing lump-sum critical illness coverage to protect income and savings if the insured is diagnosed with a specified illness. Designed for professionals, families, and business owners seeking protection against major health events.
• Disability Insurance Insurance advisory service providing income replacement if the insured is unable to work due to disability. Targeted at professionals, families, and business owners concerned with protecting earning capacity.
• Long Term Care Insurance Insurance advisory service providing coverage for extended care needs not covered by provincial health plans. Targeted at individuals and families planning for aging-related care costs.
• Estate Planning Services Advisory service supporting clients in structuring wills, beneficiary designations, and asset transfer strategies to align with personal and business objectives. Targeted at professionals, families, and business owners.
• Retirement Planning Services Advisory service helping clients determine retirement income needs and structure withdrawal, pension, and decumulation strategies. Targets professionals and families approaching or in retirement.
• TFSA (Tax-Free Savings Account) Tax-sheltered savings vehicle distributed and advised on by the firm for Canadian residents seeking flexible, tax-free growth and withdrawals. Targeted at individual professionals and families.
• RRSP (Registered Retirement Savings Plan) Tax-deferred retirement savings vehicle distributed and advised on by the firm to help clients build retirement savings with deductibility of contributions. Targeted at individual professionals and families.
• RRIF (Registered Retirement Income Fund) Retirement income vehicle converting accumulated retirement savings into taxable income streams. Advised on for clients transitioning from accumulation to decumulation. Targeted at retired or near-retirement professionals and families.
• RESP (Registered Education Savings Plan) Education savings vehicle with government grant eligibility, advised on by the firm for clients saving for children's post-secondary education. Targeted at parents and families.
• RDSP (Registered Disability Savings Plan) Long-term savings vehicle with government grants and bonds for individuals with disabilities, advised on by the firm. Targeted at families caring for beneficiaries with disabilities.
• Segregated Funds Insurance-wrapped investment products distributed and advised on by the firm, providing growth potential with creditor-protection and death benefit guarantees. Targeted at clients seeking investment solutions with insurance features.
• Financial Calculators Suite Online set of financial calculators embedded on the firm's website supporting client-side modeling across multiple planning scenarios. Available to website visitors and prospective clients as a planning support tool.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• CI Assante Wealth Management Ltd.coreChannel Partner/ Reseller/ DistributorCorePlan Financial operates as advisors under CI Assante Wealth Management Ltd., a dual-registered firm offering investment, mutual fund, and exempt-market products and services. Wealth Planning services are provided by accredited advisors of CI Assante Wealth Management or CI Assante Private Client. Insurance products and services are offered through Assante Estate and Insurance Services Inc. CI Assante is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.

Recent moves4 records

Expansion highlights3 records

Direct peers

• Edward Jones Canada: Branch-based financial advisory firm providing personalized financial planning, investments, and insurance solutions to Canadian individuals and families. Comparable in its local-office, relationship-driven model targeting mass-affluent and middle-market clients.
• Assante Capital Management (CI Assante Wealth Management): National Canadian dealer group under CI Financial offering wealth planning, investment, and insurance services through affiliated advisors. CorePlan itself operates under this umbrella, making it the closest structural peer in business model and product set.
• IG Wealth Management: One of Canada's largest independent wealth management firms offering comprehensive financial planning, investment, and insurance products through a national advisor network. Directly comparable to CorePlan in offering bundled financial planning and insurance services to Canadian households and business owners.
• Harbourfront Wealth Management: Independent Canadian wealth management firm operating through affiliated advisor teams offering holistic financial planning, investment management, and insurance services. Comparable in its dual-registered advisor affiliation model and comprehensive planning approach.

Emerging players

• Wealthsimple: Leading Canadian digital wealth and financial planning platform offering low-fee investing, robo-advisory, and increasingly human-advisor hybrid services. Comparable as a competing channel for mass-affluent financial planning, representing the digital-disruption threat to traditional boutique advisory firms like CorePlan.

Broad incumbents

• Sun Life Financial: Major Canadian financial services company offering wealth, insurance, and group benefits through advisors and group plans. Comparable in providing life, disability, critical illness, long-term care insurance, and retirement/investment products that overlap with CorePlan's core offerings.
• Canada Life: Major Canadian insurer and wealth manager (part of Great-West Lifeco) offering individual insurance, group benefits, wealth, and retirement products through advisors. Comparable in product breadth across insurance and investment/retirement solutions.
• Manulife Wealth: Wealth and insurance arm of Manulife Financial offering advisory, investment, group benefits, and insurance solutions through advisors across Canada. Comparable in offering the full suite of business, personal insurance, and wealth products CorePlan provides, but at significantly larger scale.
• National Bank Financial: Wealth management arm of National Bank of Canada offering full-service advisory, investment, and insurance solutions. Comparable in targeting business owners and professionals with comprehensive financial planning, though operating at bank-affiliated scale.
• BMO Wealth Management: Wealth management division of Bank of Montreal offering investment advisory, retirement, estate planning, and insurance products. Comparable in serving business owners, professionals, and families with integrated financial planning, though distributed through bank channels.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/coreplanfinancial
• LinkedInlinkedin.com/company/coreplan-financial-inc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CorePlan Financial