Dr. Matthew Gorman, PhD, CFA
Working Together To Meet Your Needs
In a world where the only constant is change, generating and preserving wealth is an ongoing challenge. To achieve your financial goals you need an advisor who you trust, one who understands who you are and what you want to achieve, and has the professional experience, education, and support to help you get there.
The fact is that many of your life goals depend upon one thing: the growth and preservation of your wealth.
Dr. Gorman brings to his affluent clients practical expertise derived from over a decade's worth of professional experience during the most volatile and rapidly-evolving markets in history. That expertise is supplemented by his Ph.D. in analytic philosophy as well as his attainment of the globally recognized Chartered Financial Analyst (CFA) designation.
Dr. Gorman works in partnership with his clients to define and attain their personal financial goals. Beginning with in-depth discussion with you so that your specific financial issues can be identified, Dr. Gorman then establishes an investment portfolio that is right for you. Ongoing communication and regular input from you the client is one of the cornerstones for maintaining your portfolio in the effort to reach your financial goals.
As a CIBC Wood Gundy Senior Wealth Advisor, Dr.Gorman's education and expertise are supplemented by the research and resources of CIBC, one of Canada's largest and most respected financial institutions. Together they provide full-service care for every client's financial needs covering investment advice, retirement planning, estate planning, insurance, and beyond.