Joseph Ven der Buhs
Investment Advisor @Monarch Wealth Corporation
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WORK HISTORY
Investment Advisor @Monarch Wealth Corporation
Abbotsford, BC, CA
Mutual funds offered through Monarch Wealth Corporation
EDUCATION
Robertson Career College
Diploma, Computer Programming
Advocis
FIC, Life Insurance, Fraternal Benefit Societies
GAMA
EMD, Essentials of Management Development
Advocis
CLU, Advanced Estate Planning
Canadian Securities Institute
Canadian Securities Course (CSC), Investments and Securities
America College of Financial Advisors of Canada
RHU, Registered Health Underwriting, Long Term Care
Canadian Institute of Certified Executor Advisors
Certified Executor Advisor, Executor and Estate Planning
FPSC
CFP, Financial Planning
Certified Professional Consultant on Aging
CPCA, Canadian Seniors Issues
SKILLS
ABOUT JOSEPH VEN DER BUHS
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 j•••@customplanfinancial.com or at 30••••••33Want to learn more? https://calendly.com/joe-venderbuhs/10-minute-chat
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