Greg Miskiman
Managing Director at Customplan Financial Advisors Inc
Based in Calgary, Canada
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Seniority
C-Team
Department
General Business & Management
Location
Calgary
Industry
Financial Services
Company size
71
Contact information
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g•••••••@customplanfinancial.com
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Background
About Greg Miskiman
With over 20 years in the financial services industry, I bring energy,'outside the box' thinking, and confidence with integrity to all my clients and colleagues. Before joining Customplan Financial Inc, I spent 17 years in the financial services industry as an advisor. I ran my own practice with a top rated AM Best/S&P company, where I consistently exceeded company and client expectations for service and performance. I have a passion for getting to know my clients and helping them achieve their financial goals. I take pride in working hard for them. As the Managing Director for Alberta, I look forward to serving my clients, as well as working with advisors to build a strong community of financial professionals. I am a Qualifying and Lifetime member of the Million Dollar Round Table (MDRT), a member of the Independent Financial Brokers of Canada (IFB), a Certified Professional Consultant on Aging (CPCA), and a Fraternal Insurance Counselor (FIC).
Decision-makers
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