Joseph Ven Der Buhs, Cfp®, Clu®

Joseph Ven Der Buhs, Cfp®, Clu® Email and Phone Number

Estate Planner - Mountain Strong Financial Inc. | Investment Advisor - Monarch Wealth Corp | Marketing Director - Customplan Financial Advisors Inc. | Client Driven | Strategic Thinker | Learning Focused | @ Customplan Financial Advisors Inc.
vancouver, british columbia, canada
Joseph Ven Der Buhs, Cfp®, Clu®'s Location
Saskatoon, Saskatchewan, Canada, Canada
Joseph Ven Der Buhs, Cfp®, Clu®'s Contact Details

Joseph Ven Der Buhs, Cfp®, Clu® work email

Joseph Ven Der Buhs, Cfp®, Clu® personal email

Joseph Ven Der Buhs, Cfp®, Clu® phone numbers

About Joseph Ven Der Buhs, Cfp®, Clu®

WHAT WE DO: Helping Financial Advisors prospect, win & retain business in a rapidly changingenvironment by providing differentiated, successful strategies through key industry insights,business development ideas, and growth strategies.WHO WE HELP: At Customplan Financial, we believe in empowering and creating independentadvisors. We’re partnered with over 150 Advisors across Saskatchewan.WHAT MAKES US DIFFERENT - Our team has been working with 150 advisorsfor over 20 years. We are constantly updating our resources to find industry-leadingideas that advisors can use in their practice to provide unparalleled value through numerous industryconnections, and stories to help you sell and navigate ever-changing markets.WHY WORK ADVISORS WORK WITH US - Customplan Financial Advisors Inc is an independentorganization, operated by its advisors. We think of ourselves as a Producer Group rather than anMGA. A place where peers use and share their expertise to assist one another to achievehigher maximum success. Reputed to be a "boutique” MGA, Customplan proudly maintains itsreputation in the delivery of education, training and business practice. We value the personal touchwith our advisors, providing them with a comfortable professional business environment. We trulyare the solution for Independent Advisors in Saskatchewan.GET IN TOUCH:Reach out to me at joev@customplanfinancial.com or at 306-668-8833Want to learn more? https://calendly.com/joe-venderbuhs/10-minute-chat

Joseph Ven Der Buhs, Cfp®, Clu®'s Current Company Details
Customplan Financial Advisors Inc.

Customplan Financial Advisors Inc.

View
Estate Planner - Mountain Strong Financial Inc. | Investment Advisor - Monarch Wealth Corp | Marketing Director - Customplan Financial Advisors Inc. | Client Driven | Strategic Thinker | Learning Focused |
vancouver, british columbia, canada
Employees:
65
Joseph Ven Der Buhs, Cfp®, Clu® Work Experience Details
  • Customplan Financial Advisors Inc.
    Marketing Director
    Customplan Financial Advisors Inc. Mar 2022 - Present
    Saskatoon, Saskatchewan, Canada
  • Monarch Wealth Corporation
    Investment Advisor
    Monarch Wealth Corporation Oct 2020 - Present
    Abbotsford, British Columbia, Canada
  • Mountain Strong Financial Inc.
    President
    Mountain Strong Financial Inc. Feb 2020 - Present
    Abbotsford, British Columbia, Canada
  • Knights Of Columbus
    Field Agent
    Knights Of Columbus May 2012 - Feb 2020
    Abbotsford, Bc, Canada
  • Ven Der Buhs Agency (Knights Of Columbus Insurance)
    General Agent
    Ven Der Buhs Agency (Knights Of Columbus Insurance) Oct 1998 - May 2012
    British Columbia, Canada
  • Knights Of Columbus
    Field Agent
    Knights Of Columbus Jan 1995 - Oct 1998
    Prince Albert, Saskatchewan

Joseph Ven Der Buhs, Cfp®, Clu® Skills

Retirement Planning Long Term Care Life Insurance Retirement Estate Planning Long Term Care Insurance Whole Life Estate Preservation Fixed Annuities Term Life Insurance Insurance Employee Benefits Disability Insurance Key Person Insurance Permanent Life Insurance Financial Planners Wealth Accumulation Critical Illness Retirement Savings Licensed Life Insurance Agent Tfsa Guaranteed Lifetime Income Annuity Sales Small Business Wealth Management Wealth Preservation Planning Succession Planning College Savings Plans Savings Wealth 401k Rollovers Financial Advisory Personal Financial Planning Wealth Management Services 401k Rrsp Strategic Financial Planning Income Protection Financial Analysis Portfolio Management Mutual Funds Sep Ira Homeowners Qualified Retirement Plans

Joseph Ven Der Buhs, Cfp®, Clu® Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course (Csc)
  • Canadian Institute Of Certified Executor Advisors
    Canadian Institute Of Certified Executor Advisors
    Certified Executor Advisor
  • America College Of Financial Advisors Of Canada
    America College Of Financial Advisors Of Canada
    Rhu
  • Certified Professional Consultant On Aging
    Certified Professional Consultant On Aging
    Cpca
  • Advocis
    Advocis
    Clu
  • Fpsc
    Fpsc
    Cfp
  • Advocis
    Advocis
    Fic
  • Gama
    Gama
    Emd
  • Robertson Career College
    Robertson Career College
    Diploma

Frequently Asked Questions about Joseph Ven Der Buhs, Cfp®, Clu®

What company does Joseph Ven Der Buhs, Cfp®, Clu® work for?

Joseph Ven Der Buhs, Cfp®, Clu® works for Customplan Financial Advisors Inc.

What is Joseph Ven Der Buhs, Cfp®, Clu®'s role at the current company?

Joseph Ven Der Buhs, Cfp®, Clu®'s current role is Estate Planner - Mountain Strong Financial Inc. | Investment Advisor - Monarch Wealth Corp | Marketing Director - Customplan Financial Advisors Inc. | Client Driven | Strategic Thinker | Learning Focused |.

What is Joseph Ven Der Buhs, Cfp®, Clu®'s email address?

Joseph Ven Der Buhs, Cfp®, Clu®'s email address is venderbuhs@me.com

What is Joseph Ven Der Buhs, Cfp®, Clu®'s direct phone number?

Joseph Ven Der Buhs, Cfp®, Clu®'s direct phone number is +160421*****

What schools did Joseph Ven Der Buhs, Cfp®, Clu® attend?

Joseph Ven Der Buhs, Cfp®, Clu® attended Canadian Securities Institute, Canadian Institute Of Certified Executor Advisors, America College Of Financial Advisors Of Canada, Certified Professional Consultant On Aging, Advocis, Fpsc, Advocis, Gama, Robertson Career College.

What are some of Joseph Ven Der Buhs, Cfp®, Clu®'s interests?

Joseph Ven Der Buhs, Cfp®, Clu® has interest in Leadership, Sales, Insurance.

What skills is Joseph Ven Der Buhs, Cfp®, Clu® known for?

Joseph Ven Der Buhs, Cfp®, Clu® has skills like Retirement Planning, Long Term Care, Life Insurance, Retirement, Estate Planning, Long Term Care Insurance, Whole Life, Estate Preservation, Fixed Annuities, Term Life Insurance, Insurance, Employee Benefits.

Who are Joseph Ven Der Buhs, Cfp®, Clu®'s colleagues?

Joseph Ven Der Buhs, Cfp®, Clu®'s colleagues are Candra Hudson, Valerie Dyke, An Mai, Andrea Kerr, May Enriquez, Kevin Peyson, Leigh Grant.

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