CorePlan Financial Inc. Information

View Top Employees from CorePlan Financial Inc.

CorePlan Financial Inc. is a full service financial advisory firm with some of our Advisors having over 30 years of experience. We are all focused on helping Canadians grow and secure their wealth. Our approach is to develop simple and practical solutions.

Website	http://www.coreplan.net/
Revenue	$6 million
Employees	8 (2 on RocketReach)
Founded	1987
Address	4211 Kingsway, Suite 602, Burnaby, British Columbia V5H 1Z6, CA
Phone	(604) 434-4960
Fax	(604) 434-4906
Technologies	Microsoft Outlook , Microsoft Exchange Online (view technologies)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Advisor, Financial Services, Financial Advisory Services, Wealth Management, Financial Planning, Investment Planning, Investment Management, Portfolio Management, Wealth Growth, Financial Security, Investment Advisory Services, Retirement Planning, Estate Planning, Asset Management, Tax Planning, Insurance Planning, Retirement Solutions, Estate Solutions, Tax Solutions, Insurance Solutions
Competitors	Fidelity Investments, Vanguard, Ally, TD Ameritrade, TIAA, Personal Capital, Betterment, Merrill Edge, Wealthfront, Schwab Advisor Services +43 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies

CorePlan Financial Inc. Questions

What is the annual revenue of CorePlan Financial Inc.?

The CorePlan Financial Inc. annual revenue was $6 million in 2026.

How many people are employed at CorePlan Financial Inc.?

2 people are employed at CorePlan Financial Inc..

Where is CorePlan Financial Inc. based?

CorePlan Financial Inc. is based in Burnaby, British Columbia.

What is the NAICS code for CorePlan Financial Inc.?

The NAICS codes for CorePlan Financial Inc. are [52393, 523, 52, 5239].

What is the SIC code for CorePlan Financial Inc.?

The SIC codes for CorePlan Financial Inc. are [62, 628].

Top CorePlan Financial Inc. Employees

Rafael Chavez-Alcorta

Chartered Financial Planner® at CorePlan Financial Inc.

Vancouver, BC, CA
2
- gmail.com
- coreplan.net
1
- 236333XXXX
Alicia Anderson

Licensed Investment Assistant at CorePlan Financial Inc.

Surrey, BC, CA
1
- coreplan.net

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