Bryan Cresswell


Mutual fund representative 1

Insurance representative 2

FocalPoint FInancial Group Inc.

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Several income options are available to you at retirement age.

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About me

Bryan is a Financial Advisor at FocalPoint Financial Group, advising our clients on how best to build and implement tax-efficient financial strategies using insurance and investment solutions. Bryan understands young entrepreneurs and professionals and helps them build a strong financial foundation for their futures. Bryan graduated from Okanagan College with a Bachelor of Business Administration (BBA) degree specializing in Accounting. While a student, he collaborated with classmates to successfully place first at the 2022 Scotiabank National Case Competition in Montreal. As part of his undergraduate program, Bryan interned at an accounting firm in Penticton, BC where he prepared corporate financial statements as well as corporate and personal tax returns under the mentorship of the firm’s management team. His understanding of taxation adds an important dimension of knowledge to the FocalPoint Financial Group advisory team. Contact meeast

About my team

Chris partners with individuals and small businesses and their owners to create and implement long-term, tax-efficient, personalized financial strategies using insurance and investments. Chris is a Certified Financial Planner® (CFP®), Chartered Life Underwriter® (CLU®), Chartered Investment Manager® (CIM®), and Trust and Estate Practitioner (TEP) working closely with business owners and new or established professionals and their families to address the unique needs and opportunities that they face. Michelle focuses on working with clients to build financial confidence and resilience to assist them to embrace and navigate life's financial opportunities and challenges using insurance and investments.

Christopher Gorman

Financial Planner


250-863-2952 Send a messageeast

Michelle Aucoin

Financial Planner


250-863-2952 Send a messageeast

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc. 2 FocalPoint Financial Group Inc.