Since 1993 Brian has provided wealth management advice to individuals, families, and foundations at CIBC Wood Gundy and its predecessor firms. As a result of Brian's training and years focusing on high net worth families and foundations, he is able to deliver specialized products and services to affluent investors. Brian's commitment to understanding all facets of his clients' financial lives, and providing all-encompassing comprehensive advice, allows his clients to enjoy their wealth with peace of mind.
Brian lives in London, Ontario with his wife and two young children. He and his family enjoy many outdoor activities including golf, hiking, skiing and cycling.
Brian is actively involved in the London community, particularly with The University of Western Ontario where he chaired the Investment Committee of The Huron University College, and served as a trustee of The University College Foundation.
Kevin has been an Investment Advisor with CIBC and its predecessor firms since 1999, and has attained the Certified Financial Planner designation. Kevin assists Brian in every aspect of formulating wealth management strategy, and managing client accounts.
Lisa has been a licensed assistant since 1991, and has been with CIBC Wood Gundy and its predecessor firms since 1993. She oversees the administrative operations of the practice; serving all client administrative needs, and processing their investment strategies.
Mariya brings a wealth of experience and knowledge to the McGorman Investment Team, holding a master’s degree in economics and having held senior executive roles at financial institutions since 2005. Mariya is also a graduate of the Fanshawe College Professional Services Program. She assists with all account administration, focusing on portfolio review preparation and the client documentation process.