Member of Advocis, IFB, MDRT - Court of the Table

Since entering the financial industry in 2005, Greg has built a distinguished career as a trusted financial advisor, consistently exceeding expectations and delivering exceptional service. From the start, he established himself as a leader, running his own successful practice and achieving outstanding performance results.

In 2022, Greg joined Customplan Financial Advisors as the Managing Director for Alberta. In this role, he is responsible for fostering relationships with existing advisors while playing a key role in the firm’s expansion throughout the province. His leadership extends beyond business development—he provides invaluable mentorship and training to advisors, equipping them with the knowledge and skills to build thriving independent practices. Through collaboration with industry leaders, he is dedicated to educating and empowering financial professionals to deliver exceptional client service.

A veteran in the life insurance industry, Greg has dedicated his career to helping individuals, families, and businesses achieve long-term financial security. His expertise spans wealth management, risk protection, and retirement planning, ensuring clients receive tailored solutions that align with their unique goals.

As a recognized leader in the financial services industry, Greg is a Qualifying and Lifetime Member of the Million Dollar Round Table (MDRT), a distinction awarded to top-performing financial professionals worldwide. He is also an active member of the Independent Financial Brokers of Canada (IFB) and Advocis, demonstrating his commitment to industry excellence and ethical standards. Additionally, he holds the designation of Fraternal Insurance Counselor (FIC) and is a Certified Professional Consultant on Aging (CPCA), further enhancing his ability to provide expert financial guidance tailored to every stage of life.

Known for going above and beyond, both personally and professionally, Greg takes great pride in his work. His unwavering dedication to client success and industry growth has made him a trusted partner for generations, ensuring financial security and peace of mind—today and for the future.

For personalized financial guidance and expert advice, connect with Greg today.