Giovanni Bitelli
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Giovanni Bitelli Email & Phone Number

Customplan Financial Advisors Inc. at Customplan Financial Advisors Inc.
Location: West Vancouver, British Columbia, Canada 8 work roles 2 schools
1 work email found @customplanfinancial.com 3 phones found area 604 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email g****@customplanfinancial.com
Direct phone (604) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Customplan Financial Advisors Inc.
Role
Customplan Financial Advisors Inc.
Location
West Vancouver, British Columbia, Canada
Company size
65 employees

Who is Giovanni Bitelli? Overview

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Quick answer

Giovanni Bitelli is listed as Customplan Financial Advisors Inc. at Customplan Financial Advisors Inc., a company with 65 employees, based in West Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at customplanfinancial.com, phone signal with area code 604, and a matched LinkedIn profile for Giovanni Bitelli.

Giovanni Bitelli previously worked as On Sabbatical Leave at Customplan Financial Advisors Inc. and President at Customplan Financial Advisors Inc.. Giovanni Bitelli holds Forest Management from The University Of British Columbia.

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Email format at Customplan Financial Advisors Inc.

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*@customplanfinancial.com
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AeroLeads found 1 current-domain work email signal for Giovanni Bitelli. Compare company email patterns before reaching out.

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Profile bio

About Giovanni Bitelli

I started my career as a Financial Advisor in 1985, working as an Agent for a large financial company that eventually merged with Desjardin Financial. I qualified for the company’s Honors Club in 1987 and the prestigious President’s Club in 1989.In 1990 I was promoted Branch Manager for the Company’s Surrey operation and in 1994 to the Burnaby operation. During qualified for the MAIFAC Agency Builder and National Management Awards, and won the Company’s Top Agency recognition in 1996.In 1998, I was appointed to the Insurance Council of British Columbia where I served as a voting member from 2000 to 2007 and as Chairman during 2003-2004.In 1999, I accepted the position of Marketing manager for BC with Equitable Life of Canada, where I qualified for the Manager of the Year award in 2002 and 2003. I remained with Equitable until 2007, when I joined CF Canada Financial initially as General Manager and subsequently Executive Vice President.I have participated successfully in competitive sports, am a passionate alpinist and skier and enjoy many interests as well as being an accomplished.I am married to Sylvia and have a lovely daughter, Elena.My skills as a public speaker, trainer and coach allow me to provide invaluable support to Financial Advisors with whom I love to share my knowledge, success and experience.

Listed skills include Retirement Planning, Retirement, Strategic Financial Planning, Disability Insurance, and 46 others.

Current workplace

Giovanni Bitelli's current company

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Customplan Financial Advisors Inc.
Customplan Financial Advisors Inc.
Customplan Financial Advisors Inc.
vancouver, british columbia, canada
Website
customplanfinancial.com
Employees
65
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Company profile
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8 roles · 41 years

Giovanni Bitelli work experience

A career timeline built from the work history available for this profile.

President

Customplan Financial Advisors Inc.

Vancouver, Canada Area

Giovanni leveraged his extensive sales success, leadership skills and marketing savvy to perform a key role in the growth, business strategy and leading edge direction for Customplan Financial Advisors. His duties and deliverables include:Increasing Revenues from production base on all risk product salesRecruiting and Development of new Financial Advisors.

Sep 2017 - Dec 2019

Executive Vice President And Cco

Cf Canada Financial

Vancouver

Giovanni's title change at CF reflects his increased level of responsibility and decision making for the Company. Giovanni works closely with Neel Anand, CF's new President & CEO, as well as Alan Cheung, VP operations and Paul Ho, VP Wealth Management.

Mar 2016 - Aug 2017

Senior Vice President And Cco

Cf Canada Financial

Vancouver, Canada Area

Giovanni brings his leadership skills and marketing savvy to perform a key role in the growth, business strategy and leading edge direction for CF Canada Financial. Giovanni holds the position of Senior Vice president and General Manager.He also holds the responsibility of Chief Compliance Officer, based on his background and experience with the Provincial.

Dec 2007 - Feb 2016

Sales Director

Equitable Life

Vancouver, Bc

Responsible for growing the business distributed by the company through the Managing General Agency network.Achieved Top in Canada production for the company and earned the "Manager of the Year" award twice, in 2002 and 2003

1999 - 2007 ~8 yrs

Chairperson

Insurance Council Of British Columbia

Vancouver, British Columbia

At its June 2003 Annual General Meeting, Council elected Giovanni Bitelli, CFP as itsChairperson for the coming year. Giovanni was originally appointed to Council as a non-voting member in 1998 and remained a voting member for the full mandate from 2001 to 2007.His responsibilities included:Chairing the board meetings of the Insurance Council of.

Oct 2003 - Oct 2004

Manager

Dfs
1985 - 1999 ~14 yrs

Manager

Prudential Of England

Responsible for recruiting and training new Agents to the company

1992 - 1994 ~2 yrs
Team & coworkers

Colleagues at Customplan Financial Advisors Inc.

Other employees you can reach at customplanfinancial.com. View company contacts for 65 employees →

AK Andrea Kerr Andrea Kerr Colleague at Customplan Financial Advisors Inc.Regina, Saskatchewan, Canada, Canada View → JV Joseph Ven Der Buhs, Cfp®, Clu® Joseph Ven Der Buhs, Cfp®, Clu® Colleague at Customplan Financial Advisors Inc.Saskatoon, Saskatchewan, Canada, Canada View → DM Don Mcgregor Don Mcgregor Colleague at Customplan Financial Advisors Inc.Courtenay, British Columbia, Canada, Canada View → JW Joseph Wagner, Cfp, Rwm, Chs, Epc Joseph Wagner, Cfp, Rwm, Chs, Epc Colleague at Customplan Financial Advisors Inc.Calgary, Alberta, Canada, Canada View → NT Norman Toy Norman Toy Colleague at Customplan Financial Advisors Inc.Calgary, Alberta, Canada, Canada View → VD Valerie Dyke Valerie Dyke Colleague at Customplan Financial Advisors Inc.Corner Brook, Newfoundland And Labrador, Canada, Canada View → NS Navi Sahota Navi Sahota Colleague at Customplan Financial Advisors Inc.Vancouver, British Columbia, Canada, Canada View → CO Cecilia Olver Cecilia Olver Colleague at Customplan Financial Advisors Inc.Lebret, Saskatchewan, Canada, Canada View → RS Rachelle Stevenson Rachelle Stevenson Colleague at Customplan Financial Advisors Inc.Greater Vancouver Metropolitan Area, Canada View → MS Manjit Singh Cheema Manjit Singh Cheema Colleague at Customplan Financial Advisors Inc.Burnaby, British Columbia, Canada, Canada View →
2 education records

Giovanni Bitelli education

Maturita Classica, Classics And Classical Languages, Literatures, And Linguistics

Liceo Valsalice Torino
FAQ

Frequently asked questions about Giovanni Bitelli

Quick answers generated from the profile data available on this page.

What company does Giovanni Bitelli work for?

Giovanni Bitelli works for Customplan Financial Advisors Inc..

What is Giovanni Bitelli's role at Customplan Financial Advisors Inc.?

Giovanni Bitelli is listed as Customplan Financial Advisors Inc. at Customplan Financial Advisors Inc..

What is Giovanni Bitelli's email address?

AeroLeads has found 1 work email signal at @customplanfinancial.com for Giovanni Bitelli at Customplan Financial Advisors Inc..

What is Giovanni Bitelli's phone number?

AeroLeads has found 3 phone signal(s) with area code 604 for Giovanni Bitelli at Customplan Financial Advisors Inc..

Where is Giovanni Bitelli based?

Giovanni Bitelli is based in West Vancouver, British Columbia, Canada while working with Customplan Financial Advisors Inc..

What companies has Giovanni Bitelli worked for?

Giovanni Bitelli has worked for Customplan Financial Advisors Inc., Cf Canada Financial, Equitable Life, Insurance Council Of British Columbia, and Dfs.

Who are Giovanni Bitelli's colleagues at Customplan Financial Advisors Inc.?

Giovanni Bitelli's colleagues at Customplan Financial Advisors Inc. include Andrea Kerr, Joseph Ven Der Buhs, Cfp®, Clu®, Don Mcgregor, Joseph Wagner, Cfp, Rwm, Chs, Epc, and Norman Toy.

How can I contact Giovanni Bitelli?

You can use AeroLeads to view verified contact signals for Giovanni Bitelli at Customplan Financial Advisors Inc., including work email, phone, and LinkedIn data when available.

What schools did Giovanni Bitelli attend?

Giovanni Bitelli holds Forest Management from The University Of British Columbia.

What skills is Giovanni Bitelli known for?

Giovanni Bitelli is listed with skills including Retirement Planning, Retirement, Strategic Financial Planning, Disability Insurance, Wealth Management, Insurance, Business Development, and Investments.

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