Chris Gorman

MBA, QAFP, CLU, CHS, CEA

Mutual fund representative 1 Insurance representative 2

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

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 qualified Associate Financial Planner™ (QAFP™), Chartered Life Underwriter® (CLU®), Certified Health Insurance Specialist® (CHS®) and Certified Executor Advisor® (CEA®), working closely with business owners and professionals to address the unique needs and opportunities they face. Globally, I am recognized in the top 1% of financial advisors through my Million Dollar Round Table membership. I hold a Master of Business Administration (MBA) degree from UBC’s Sauder School of Business and am enrolled in the Master of Laws (LLM) program in Tax Law at York University's Osgoode Hall Law School. Community service is important to me, as I served most recently as an elected Central Okanagan Board of Education Trustee (2011 to 2018). I live in Kelowna, BC with my partner and two daughters aged 12 and 9.

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.

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Segregated Funds
  • Annuities
  • Guaranteed Issue Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Life Insurance (universal, whole, term)
  • Group Life Insurance
  • Health and Dental Insurance
  • Travel Insurance

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
Learn more about the value of a representative
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Economic news with Sébastien Mc Mahon and his team

Clément 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.