Mike Dizon
MANAGING DIRECTOR ALBERTA
(403) 848-4382
miked@customplanfinancial.com
Mike Dizon began his career in financial services at just 21 years old, quickly discovering a deep passion for helping clients achieve financial clarity and confidence. His practice primarily serves families and small business owners, where he delivers practical, personalized solutions tailored to each client’s unique goals.
He holds a diploma in Business Administration with a focus in Accounting and has earned the Real Wealth Manager® (RWM™) designation, equipping him to offer holistic, client-centered financial planning.
Beyond his advisory work, Mike brings valuable experience in training and mentoring new advisors. In his previous role, he was instrumental in guiding approximately 30 advisors through the licensing and development process, helping them grow into successful producers within just three years.
Outside of work, Mike enjoys quality time with family and friends, caring for his dog, reading, volunteering in the community, traveling, and supporting his parents’ entrepreneurial ventures.
With fluency in English and Filipino, Mike brings a genuine ability to connect with individuals from diverse communities.