Join Our CorePlan Team in Burnaby – Grow with a Firm that Supports Your Vision
At CorePlan, we’re not just building wealth — we’re building a community of exceptional financial professionals.
As a leading branch of Assante Wealth Management, with the strength of HUB Financial as our Insurance MGA, we offer a robust platform that supports holistic financial planning across investments, insurance, tax, and estate strategies.
Why Join CorePlan?
✅ Established Platform – Leverage the credibility and stability of Assante Wealth Management and HUB Financial.
✅ Experienced Leadership – Our team brings decades of experience in mutual funds, insurance, and financial planning. We know what it takes to help you grow your practice.
✅ In-House Tax & Estate Planning Specialists – Access expert guidance to elevate your client service and deepen client relationships.
✅ Collaborative Culture – Our Burnaby branch is built on mentorship, peer support, and shared success.
✅ Freedom to Grow Your Way – Whether you’re a seasoned advisor or looking to scale your practice, we provide the infrastructure, resources, and autonomy to help you thrive.
✅ Book Acquisition Opportunities
Looking to expand? We offer access to book acquisitions to help you grow your assets under management and client base.
