Chris Gorman


Mutual fund representative 1

Insurance representative 2

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Several income options are available to you at retirement age.

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About me

I partner with individuals and small businesses to create and implement long-term, tax-efficient, personalized financial strategies using insurance and investments. I am 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 professionals to address the unique needs and opportunities they face.

I hold a Master of Business Administration (MBA) degree from UBC’s Sauder School of Business and a Master of Laws (LLM) degree in Tax Law from York University's Osgoode Hall Law School.

Community service is important to me. I am a former member of the YMCA of Southern Interior BC board of directors (2021 to 2023) and completed two terms as an elected Central Okanagan Board of Education Trustee (2011 to 2018).

I live in Kelowna, BC with my partner and two daughters aged 16 and 13.

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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.