Rick Seutter
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Rick Seutter Email & Phone Number

Insurance and Investment Consultant registered with Customplan Financial Advisors at Customplan Financial Advisors Inc.
Location: Kelowna, British Columbia, Canada 8 work roles 2 schools
1 work email found @fasttrackcapital.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@fasttrackcapital.com
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Current company
Customplan Financial Advisors Inc.
Role
Insurance and Investment Consultant registered with Customplan Financial Advisors
Location
Kelowna, British Columbia, Canada
Company size
65 employees

Who is Rick Seutter? Overview

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Quick answer

Rick Seutter is listed as Insurance and Investment Consultant registered with Customplan Financial Advisors at Customplan Financial Advisors Inc., a company with 65 employees, based in Kelowna, British Columbia, Canada. AeroLeads shows a work email signal at fasttrackcapital.com and a matched LinkedIn profile for Rick Seutter.

Rick Seutter previously worked as Licensed Insurance Agent at Customplan Financial Advisors Inc. and Dealing Representative at Axcess Capital Advisors Inc.. Rick Seutter holds Master Of Education (M.Ed.), Educational Leadership And Administration, General from The University Of Lethbridge.

Company email context

Email format at Customplan Financial Advisors Inc.

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{first}.{last}@fasttrackcapital.com
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Profile bio

About Rick Seutter

Rick Seutter is a Insurance and Investment Consultant registered with Customplan Financial Advisors at Customplan Financial Advisors Inc.. He possess expertise in private equity, small business, financial advisory, team building, entrepreneurship and 12 more skills.

Listed skills include Private Equity, Small Business, Financial Advisory, Team Building, and 13 others.

Current workplace

Rick Seutter's current company

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Customplan Financial Advisors Inc.
Customplan Financial Advisors Inc.
Insurance and Investment Consultant registered with Customplan Financial Advisors
vancouver, british columbia, canada
Website
customplanfinancial.com
Employees
65
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Company profile
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8 roles · 21 years

Rick Seutter work experience

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

Licensed Insurance Agent

Current
Customplan Financial Advisors Inc.

Central Okanagan, British Columbia, Canada

Providing risk assessment and investments for health, child education planning, retirement planning, term insurance needs, and group plans.

Apr 2022 - Present

Dealing Representative

Current
Axcess Capital Advisors Inc.

Okanagan, Lower Mainland, Prince George

Registered as a Dealing Representative with Axcess Capital Advisors Inc., based in Calgary, AB.

Jan 2013 - Present

Insurance And Investment Consultant

Indepent Broker Registered With Bridgeforce Financial

British Columbia And Alberta

Providing risk assessment and investments for health, child education planning, retirement planning, term insurance needs, and group plans.

Nov 2019 - Apr 2022

Insurance And Investment Consultant

Septen Financial Ltd.

Okanagan, British Columbia

Sep 2017 - Oct 2019

Owner/Director

Kalwater Properties Inc.

Vernon BC

Real Estate Investments, specializing in lease options (Rent-to-Own)

2008 - Nov 2017

Investment Representative

Fast Track Capital

Providing solutions for Canadians with education in financial literacy and private equity investments

2010 - Dec 2012

Middle School Principal (And Vice-Principal)

Clearview School District

Stettler, Alberta

As School Administrator, I had the unique opportunity to research, develop, and implement the plan to transform a junior high school to a middle school. It was successful with the support of staff, students, parents, and community!

Sep 1993 - Aug 2005
Team & coworkers

Colleagues at Customplan Financial Advisors Inc.

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

GM Greg Miskiman, Cpca, Fic Greg Miskiman, Cpca, Fic Colleague at Customplan Financial Advisors Inc.Calgary, Alberta, Canada, Canada View → NS Navi Sahota Navi Sahota Colleague at Customplan Financial Advisors Inc.Vancouver, 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 → CO Cecilia Olver Cecilia Olver Colleague at Customplan Financial Advisors Inc.Lebret, Saskatchewan, Canada, Canada View → DM Don Mcgregor Don Mcgregor Colleague at Customplan Financial Advisors Inc.Courtenay, British Columbia, 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 → AB Aris Bravo Aris Bravo Colleague at Customplan Financial Advisors Inc.Edmonton, Alberta, Canada, Canada View → GB Gurdip Bedi Gurdip Bedi Colleague at Customplan Financial Advisors Inc.Canada, Canada View → BM Benedicto Medel Benedicto Medel Colleague at Customplan Financial Advisors Inc.Leduc, Alberta, Canada, Canada View → CH Candra Hudson Candra Hudson Colleague at Customplan Financial Advisors Inc.Canada, Canada View →
2 education records

Rick Seutter education

Bachelor Of Education (B.Ed.), Education

University Of Alberta
FAQ

Frequently asked questions about Rick Seutter

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

What company does Rick Seutter work for?

Rick Seutter works for Customplan Financial Advisors Inc..

What is Rick Seutter's role at Customplan Financial Advisors Inc.?

Rick Seutter is listed as Insurance and Investment Consultant registered with Customplan Financial Advisors at Customplan Financial Advisors Inc..

What is Rick Seutter's email address?

AeroLeads has found 1 work email signal at @fasttrackcapital.com for Rick Seutter at Customplan Financial Advisors Inc..

Where is Rick Seutter based?

Rick Seutter is based in Kelowna, British Columbia, Canada while working with Customplan Financial Advisors Inc..

What companies has Rick Seutter worked for?

Rick Seutter has worked for Customplan Financial Advisors Inc., Axcess Capital Advisors Inc., Indepent Broker Registered With Bridgeforce Financial, Septen Financial Ltd., and Kalwater Properties Inc..

Who are Rick Seutter's colleagues at Customplan Financial Advisors Inc.?

Rick Seutter's colleagues at Customplan Financial Advisors Inc. include Greg Miskiman, Cpca, Fic, Navi Sahota, Joseph Wagner, Cfp, Rwm, Chs, Epc, Cecilia Olver, and Don Mcgregor.

How can I contact Rick Seutter?

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

What schools did Rick Seutter attend?

Rick Seutter holds Master Of Education (M.Ed.), Educational Leadership And Administration, General from The University Of Lethbridge.

What skills is Rick Seutter known for?

Rick Seutter is listed with skills including Private Equity, Small Business, Financial Advisory, Team Building, Entrepreneurship, Investments, Real Estate, and New Business Development.

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