Rob Gawthrop - President, cFP, CLU, EPC
Rob is a certified financial planner, an international speaker and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the president of Gawthrop Financial Inc. and with over 30 years of experience in finance, Rob is dedicated to helping his clients answer their most important financial questions. As a believer in lifelong learning, he speaks to countless groups and individuals about how to accomplish their financial dreams. Rob is a qualifying & life member of the Million Dollar Round Table, and a professional musician, (he's currently in a David Bowie tribute band - see where he's playing next here) a husband of 35 years and the father of four grown daughters.
Sarah Booth (Gawthrop) admin & marketing director
Sarah is responsible for ensuring the days run smoothly and systems are in place at Gawthrop Financial. Her creative thought process ensures the work environment is fun yet efficient. She balances her work day between connecting with clients and cultivating a strong on-line presence for the company through social media marketing & web design. It is her voice you hear when you call the office and she is happy to answer any questions you might have. When she's not in the office she can be found walking with her husband and their golden-doodle, Sophie in one of the local parks.
ruby gawthrop - back office administration
We are so pleased to welcome Ruby to our team! She joins us part-time and will be taking on some of the day to day administration such as booking appointments and strengthening our filing system. She recently completed a year long program through her church called Village University. She finished her program with fellow students in Greece working with Syrian refugees on the island of Lesvos.
Karl Krokosinski - Director, Customplan Financial Advisors Inc.
Karl is the founder of Customplan Financial Advisors Inc. and oversees the management of 11 offices across Canada and affiliate offices in the United States, England, Mexico, and Hong Kong. He is a mentor to Canada’s top financial advisors and is a consulting resource for executive compensation plans, strategic planning, corporate succession planning, and human capital management issues in the financial industry. Karl is a life and qualifying member of the Million Dollar Round Table and currently a 15 year member of the Top of the Table.
Micheline Varas- Partner & VP, Living Benefits, Customplan Financial Advisors Inc.
Micheline (BA, RHU, RFC, EPC, GBDS) has over 23 years of experience working with families, companies and institutions to develop long-term tax, risk mitigation and financial planning strategies. A Registered Health Underwriter, Micheline specializes in pension planning, executive & employee disability, critical illness and executive retirement solutions as well as estate maximization benefits. She has grown her practice and that of others by pursuing collaborative work opportunities. In 2014 Micheline was named one of 50 Women of Influence in Canada's insurance industry.