Brian McGorman and his team are recognized nationally as a leading investment advisory team…. He and his team are proud to have earned the following distinctions throughout his career.
1999 – After only six years of being in the business, Brian's practice, in recognition of its success, was profiled in the Investment Executive; a well-known publication for investment industry professionals.
2000 – Brian achieved the qualification of Vice-President with predecessor firms.
2003 – From over 1,400 investment advisors across Canada, Brian was selected as one of 80 CIBC Wood Gundy Investment Advisors to participate in the CIBC Wood Gundy High Net Worth Certification Program. Brian has successfully maintained this certification making him uniquely qualified to deliver specialized products and services to affluent investors.
2004 – Brian was invited to speak to a group of his peers at a money manager due diligence conference in Los Angeles, California.
2012 – Brian was among the first financial advisors in Canada to successfully complete and pass the Accretive Advisor™ Program; an independent qualification program that evaluates and distinguishes financial advisors for their professional excellence. Within the Accretive Advisor™ Program, Brian received Elite™ status based on his exceptional results. Qualification for the program includes a rigorous and objective assessment of a variety of dimensions including client satisfaction, client trust, understanding of client priorities, and client contact.
2012 – An article written by Brian titled, ‘The Keeper of your Objectives' was featured in an online publication; Investor Insights & Opinions.
2014 – Wealth Professional, an investment industry publication, named Brian one of Canada's top 50 financial advisors.
2015 – Brian earned the designation of Chartered Investment Manager (CIM). The CIM requirements include demonstrating worthy performance and competencies in portfolio management, and adhering to a code of ethics and continuing education requirements. In 2015, Brian also became registered as a Portfolio Manager with the Investment Industry Regulatory Organization of Canada (IIROC).
2016 – Brian's lead assistant, Lisa Briden, received a CIBC Annual Achiever award from over 1000 colleagues across the country for her exceptional industry knowledge, and commitment to servicing the clients of the McGorman Investment Team
2019 – Brian's associate, Kevin Thomas, earned his Certified Financial Planner (CFP) designation, adding to the financial planning capabilities of the McGorman Investment Team