Chris Gorman MBA, QAFP™, CLU®, CHS®, CEA®

Financial Advisor
250.863.2952

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 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 new or established professionals and their families to address the unique needs and opportunities that they face.  Prior to founding FocalPoint Financial Group Inc. in 2018, Chris was an advisor at Sun Life Financial, where he was recognized as one of the firm’s top developing advisors in 2016 and 2017.  Internationally, Chris is recognized in the top 1% of all financial advisors through his membership in the Million Dollar Round Table.  He graduated from UBC’s Sauder School of Business in 2009 with a Master of Business Administration (MBA) degree.  Chris will begin his Master of Laws (LLM) degree specializing in Tax Law at York University's Osgoode Hall Law School in August 2020.

In his free time, Chris enjoys hockey and spending quality time with his young family.  Chris believes in community service, most recently serving as an elected Trustee on the Central Okanagan Public Schools’ Board of Education (2011 to 2018).  He lives in Kelowna, BC with his partner, Michelle, and two daughters aged 12 and 9.

 

 

Education

Bachelor of Arts (BA)
The University of British Columbia
 
Master of Business Administration (MBA)
Sauder School of Business
The University of British Columbia

 

Designations

Qualified Associate Financial Planner (QAFP)
FP Canada
 
Chartered Life Underwriter® (CLU®)
The Institute for Advanced Financial Education
 
Certified Health Insurance Specialist® (CHS®)
The Institute for Advanced Financial Education
 
Certified Executor Advisor® (CEA®)
Canadian Institute for Certified Executor Advisors