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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

McGorman Investment Team

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Our team

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7745
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The McGorman Investment Team

Brian McGorman

Brian McGorman

Senior Wealth Advisor, Portfolio Manager
(519) 640-7745
brian.mcgorman@cibc.ca

Since 1993, Brian has been providing wealth management advice to high net-worth individuals and families at CIBC Wood Gundy and its predecessor firms. As a result of his training and years focusing on high net worth families, he is highly qualified to deliver specialized products and services to affluent investors. The quality of wealth management advice that he provides, combined with a first-class service approach, has made his business a premier wealth management advisory practice in Canada.

A message from Brian:

For over twenty-eight years, I have taken on the responsibility of overseeing individual’s life savings and ensuring their financial security. This role is one that I take very seriously, and one that I am very comfortable with. I have the experience and knowledge to develop effective long-term wealth management plans, and it is my genuine desire for individuals to enjoy a successful investing experience.

 
Kevin Thomas

Kevin Thomas

Senior Associate Wealth Advisor
(519) 640-7654
kevin.thomas@cibc.ca

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 Briden

Lisa Briden

Investment Advisor Assistant
(519) 640-7715
lisa.briden@cibc.ca

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 Moskalenko

Administrative Associate
(519) 640-7619
mariya.moskalenko@cibc.ca

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.

 

Lesley Bogar

Administrative Assistant
(519) 640-7718
Lesley.Bogar@cibc.com

Lesley has joined the McGorman Investment Team and will be taking on the role of client care coordinator. Lesley comes to us with a strong background in office administration and human resources, and brings an incredible amount of enthusiasm and energy to the role.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.