A seasoned professional in the financial services industry, Greg brings over 18 years of experience to his role as Managing Director, Alberta. Continued professional growth, education and independence initially brought Greg to Customplan in 2022, where his focus and determination drove him to a position of increasing responsibility and complexity.
Prior to joining Customplan, Greg established himself as a successful advisor, running his own practice with a highly regarded AM Best/S & P company. He consistently surpasses company and client expectations by delivering exceptional service, achieving outstanding performance results. The driving force behind his accomplishments has been Greg’s commitment to understanding clients’ needs. Taking pride in his work, Greg is known for going above and beyond.
As Managing Director, Alberta, Greg is responsible for nurturing relationships with existing advisors while playing a vital role in Alberta’s expansion. Experience and industry knowledge combine to make him a trusted mentor and advisor to fellow professionals. His building long-lasting partnerships and providing invaluable support contribute to the growth and success of both individual advisors and the firm. A member of The Million Dollar Round Table (MDRT), both Qualifying and Lifetime, Greg also holds memberships with the Independent Financial Brokers of Canada (IFB), Advocis and the designation of Fraternal Insurance Counselor (FIC). Greg earned his designation as a Certified Professional Consultant on Aging (CPCA), enhancing his ability to offer sound financial advice.