Since 1993 Brian has provided wealth management advice to high net worth individuals and families at CIBC Wood Gundy and its predecessor firms. Brian has 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. His training and experience make him uniquely qualified to deliver specialized products and services to affluent investors. The quality of wealth management advice that he and his team provide, combined with a first class client service approach, has made their team a premier wealth 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 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.
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.