Greg Miskiman, Cpca, Fic
AeroLeads people directory · profile

Greg Miskiman, Cpca, Fic Email & Phone Number

Managing Director, Customplan Financial at Customplan Financial Advisors Inc.
Location: Calgary, Alberta, Canada 3 work roles 2 schools
LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Customplan Financial Advisors Inc.
Role
Managing Director, Customplan Financial
Location
Calgary, Alberta, Canada
Company size
65 employees

Who is Greg Miskiman, Cpca, Fic? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Greg Miskiman, Cpca, Fic is listed as Managing Director, Customplan Financial at Customplan Financial Advisors Inc., a company with 65 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Greg Miskiman, Cpca, Fic.

Greg Miskiman, Cpca, Fic previously worked as Managing Director at Customplan Financial Advisors Inc. and Business Development Manager at Customplan Financial Advisors Inc.. Greg Miskiman, Cpca, Fic studied at Okanagan College.

Company email context

Email format at Customplan Financial Advisors Inc.

This section adds company-level context without repeating Greg Miskiman, Cpca, Fic's masked contact details.

Customplan Financial Advisors Inc.

Review company-level records connected to Greg Miskiman, Cpca, Fic before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Greg Miskiman, Cpca, Fic

With over 18 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).

Listed skills include Estate Planning, Team Building, Sales Process, Financial Planners, and 31 others.

Current workplace

Greg Miskiman, Cpca, Fic's current company

Company context helps verify the profile and gives searchers a useful next step.

Customplan Financial Advisors Inc.
Customplan Financial Advisors Inc.
Managing Director, Customplan Financial
vancouver, british columbia, canada
Website
customplanfinancial.com
Employees
65
AeroLeads page
Company profile
View company profile Email format
3 roles

Greg Miskiman, Cpca, Fic work experience

A career timeline built from the work history available for this profile.

Business Development Manager

Customplan Financial Advisors Inc.

Calgary, Alberta, Canada

As the Business Development Manager for Alberta, I look forward to serving my clients, as well working with advisors to build a strong community of financial professionals.WHAT WE DO - Helping Financial Advisors prospect, win & retain business in a rapidly changingenvironment by providing differentiated, successful strategies through key industry.

Jul 2022 - Jun 2023

Advisor

Knights Of Columbus

Calgary

My primary goal is to render financial services to my clients and their families through well thought out professional planning of their financial needs.-Estate planning-Business Succession-Life Insurance Planning-RRSP-TFSA-RIFF-Retirement Planning-Long Term Care Planning-Disability

Mar 2005 - Jul 2022
Team & coworkers

Colleagues at Customplan Financial Advisors Inc.

Other employees you can reach at customplanfinancial.com. View company contacts for 65 employees →

JV Joseph Ven Der Buhs, Cfp®, Clu® Joseph Ven Der Buhs, Cfp®, Clu® Colleague at Customplan Financial Advisors Inc.Saskatoon, Saskatchewan, Canada, Canada View → DM Don Mcgregor Don Mcgregor Colleague at Customplan Financial Advisors Inc.Courtenay, British Columbia, Canada, Canada View → BM Benedicto Medel Benedicto Medel Colleague at Customplan Financial Advisors Inc.Leduc, Alberta, Canada, Canada View → ME May Enriquez May Enriquez Colleague at Customplan Financial Advisors Inc.Grande Prairie, Alberta, Canada, Canada View → NT Norman Toy Norman Toy Colleague at Customplan Financial Advisors Inc.Calgary, Alberta, Canada, Canada View → VN Vicky Neiser Vicky Neiser Colleague at Customplan Financial Advisors Inc.Regina, Saskatchewan, Canada, Canada View → LG Leigh Grant Leigh Grant Colleague at Customplan Financial Advisors Inc.Vancouver, British Columbia, Canada, Canada View → MS Manjit Singh Cheema Manjit Singh Cheema Colleague at Customplan Financial Advisors Inc.Burnaby, British Columbia, Canada, Canada View → DM David Mutka David Mutka Colleague at Customplan Financial Advisors Inc.Vancouver, British Columbia, Canada, Canada View → AW Angel Weber Angel Weber Colleague at Customplan Financial Advisors Inc.Saskatoon, Saskatchewan, Canada, Canada View →
2 education records

Greg Miskiman, Cpca, Fic education

Education record

Business Career College
FAQ

Frequently asked questions about Greg Miskiman, Cpca, Fic

Quick answers generated from the profile data available on this page.

What company does Greg Miskiman, Cpca, Fic work for?

Greg Miskiman, Cpca, Fic works for Customplan Financial Advisors Inc..

What is Greg Miskiman, Cpca, Fic's role at Customplan Financial Advisors Inc.?

Greg Miskiman, Cpca, Fic is listed as Managing Director, Customplan Financial at Customplan Financial Advisors Inc..

Where is Greg Miskiman, Cpca, Fic based?

Greg Miskiman, Cpca, Fic is based in Calgary, Alberta, Canada while working with Customplan Financial Advisors Inc..

What companies has Greg Miskiman, Cpca, Fic worked for?

Greg Miskiman, Cpca, Fic has worked for Customplan Financial Advisors Inc. and Knights Of Columbus.

Who are Greg Miskiman, Cpca, Fic's colleagues at Customplan Financial Advisors Inc.?

Greg Miskiman, Cpca, Fic's colleagues at Customplan Financial Advisors Inc. include Joseph Ven Der Buhs, Cfp®, Clu®, Don Mcgregor, Benedicto Medel, May Enriquez, and Norman Toy.

How can I contact Greg Miskiman, Cpca, Fic?

You can use AeroLeads to view verified contact signals for Greg Miskiman, Cpca, Fic at Customplan Financial Advisors Inc., including work email, phone, and LinkedIn data when available.

What schools did Greg Miskiman, Cpca, Fic attend?

Greg Miskiman, Cpca, Fic studied at Okanagan College.

What skills is Greg Miskiman, Cpca, Fic known for?

Greg Miskiman, Cpca, Fic is listed with skills including Estate Planning, Team Building, Sales Process, Financial Planners, Fixed Annuities, Insurance, Retirement Planning, and Financial Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.