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. He and his team provide comprehensive wealth management advice combined with first class client service approach.

A message from Brian:

Kevin has been an investment advisor with CIBC and its predecessor firms since 1999 and has attained the CERTIFIED FINANCIAL PLANNER® designation. Kevin is involved in every aspect of formulating wealth management strategy and managing client accounts.

Christian is a wealth advisor with the McGorman Investment Team. He has a strong background in wealth management, having held a senior role at a global asset management firm for over 12 years. Christian brings in-depth knowledge of capital markets and securities industry. He is involved in all aspects of wealth management and client account management.    

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 oversees the administrative operations of the practice, serving all client administrative needs.