DON MCGREGOR

Don McGregor B.A., B.Ed.

I joined Customplan Financial Advisors Inc. in 2008 after 13 years experience with another financial services company.

I believe in helping my clients manage their money so that they have financial comfort. I help them to protect their family’s lifestyle and their future plans. If it’s in their life, I make sure it’s in their plan.

I work with my clients to find ways to put more money in their pockets. I try to manage some of the risks in the market by demonstrating to them how time is better than timing and I show them how to create their legacy by protecting their financial resources and the causes that are important to them. I believe in networking with other professionals to service my clients’ overall needs.

I can serve a family’s needs in the following areas:

Protecting and enjoying their lifestyle

Helping their families

Planning for the future

Enjoying financial comfort

Creating a legacy