Before joining Customplan Financial in 2022, Greg spent 17 years in the financial services industry as an advisor. He ran his own practice with a top rated AM Best/S & P company, where he consistently exceeded company and client expectations for service and performance. He has a passion for getting to know his clients and helping them achieve their financial goals and takes pride in working hard for them.
As the Business Development Manager for Alberta, Greg continues to work with current advisors as well as helping build a stronger advisor base.
Greg is a Qualifying and Lifetime member of The Million Dollar Round Table (MDRT), a member of the Independent Financial Brokers of Canada (IFB), a Fraternal Insurance Counselor (FIC) and is a Certified Professional Consultant on Aging (CPCA). He is currently insurance licensed in the province of Alberta.
When not in the office, Greg enjoys spending time with family and friends, volunteering, and travelling to the Okanagan.