Who we are
Our first meeting is your first step in writing your own money story.
Meet the team who can help you create a financial future you're proud of.
We’re here to help you write your own money story.
Financial planning goes beyond life insurance and investment planning; it’s about family dynamics, your home, goals and desires.
It’s 100% about you.
With over 30 years of experience in the financial planning industry, our team will meet you with empathy as we discuss your financial future. We take the guesswork out of the process by creating a holistic plan that encompasses all of life’s potential curveballs.
Your financial future starts here; we look forward to working with you.
Meet Our Team
Rob Gawthrop
FOUNDER, CFP, CLU, CEA, MFA-P
Rob founded Tune Financial in 1994. With over 30 years of finance experience, Rob makes it his mission to help his clients answer their most important financial questions. He is a certified financial planner, Customplan Financial advisor, qualifying life member of MDRT, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” Clients know Rob as an avid musician; he is a proud band member of “A Night of Bowie” — check out their website for upcoming shows.
Jessica Kiesz
ASSOCIATE ADVISOR
With ten years of experience in finance, Jessica is a valuable member of Tune Financial. Under Rob's mentorship, she works with our clients to provide tailored strategies that address their unique needs and goals. Jessica’s passion lies in guiding families and businesses to save on taxes while protecting their loved ones. Beyond work, she enjoys playing disc golf and spending time with her husband and three teenagers.
Sarah Gawthrop
MARKETING & COMMUNICATIONS
Through social media marketing and communications, Sarah cultivates a strong online presence for Tune Financial. Clients know her as Rob’s daughter (true!) but she is also a published poet in the final year of her BFA in Creative Writing. When she is not working or in school, Sarah can be found walking in the woods with her golden doodle, Sophie.
Karl Krokosinski
CEO & FOUNDING PARTNER, CUSTOMPLAN FINANCIAL ADVISORS INC.
Karl is the president and founder of Customplan Financial Advisors Inc., the largest Independent financial planning firm in the GVRD (Greater Vancouver Regional District). He was a sessional instructor at Mount Royal College (now University) for many years in marketing and professional salesmanship and when he had a few days became a level 4 ski instructor. He has sat on many boards of Public and Private companies as well as a few charitable foundations. Karl is a mentor and coach to many people in our industry and to many outside our industry. Karl believes in “paying it forward.”
Micheline Varas
SENIOR PARTNER AND VP LIVING BENEFITS, CUSTOMPLAN FINANCIAL
Micheline is both a Senior (Managing) Partner and an independent advisor. She works in conjunction with several insurers, their respective underwriters (and reinsurers) and is a consulting resource to advisors, institutions, and corporate clients. She has grown her practice and that of others by focusing on intellectual interplay, the collaboration of specialist expertise. She structures creative, cost and tax-effective risk mitigation strategies for clients and plays an integral role in achieving solutions for those deemed difficult to insure. She was named one of 50 Women of Influence in Canada’s insurance industry in 2014.
Other Affiliations
Giving Back to the Community (Global and Local)
